Brianne N. Snow

CLARENDON INSURANCE AGENCY

Zionsville, IN 46077

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CRD#: 7521755

Professional summary

Brianne Noel Snow, who also goes by Brianne Noel Kokemuller, is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Zionsville, Indiana.

Brianne is registered as a RR (Registered Representative) and started their career in finance in 2022. Brianne has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Brianne Noel Kokemuller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FABULOUS FIDO POSITION: Employee NATURE: Pet Groomer NVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2022 ADDRESS: 3415 Pleasant Valley Blvd, Altoona, PA 16602 DESCRIPTION: Bathing and grooming pets, making appointments, taking calls and sales register duties. 2) JOHN S STANEK POSITION: Employee NATURE: Insurance: Life/Health/Long-term care/Fixed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/2023 ADDRESS: 322 FRANKSTOWN RD, ALTOONA, PA 16602, United States DESCRIPTION: Assist John Stanek with Insurance sales and/or service 3) JOHN S STANEK POSITION: Employee NATURE: Registered support staff INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/2023 ADDRESS: 322 FRANKSTOWN RD, ALTOONA, PA 16602, United States DESCRIPTION: Provide assistance as needed to representatives and their clients

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brianne Noel Snow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 23, 2024 - Present

CLARENDON INSURANCE AGENCY, INC.

Office #1: 10555 Group 1001 Way, Zionsville, IN 46077

CRD#: 7395

Zionsville, IN

Past

October 18, 2022 - July 2, 2024

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

ALTOONA, PA

Past

April 10, 2022 - July 2, 2024

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

ALTOONA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(7/24/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/9/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/29/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CLARENDON INSURANCE AGENCY, INC.

CLARENDON INSURANCE AGENCY, INC. | GEORGE E. MADEN | EMAC TRADING LLC

CRD#: 7395 / SEC#: , 8-21590

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

230 3rd Ave 6th Floor, Waltham, MA 02451

Mailing Address

230 3rd Ave 6th Floor, Waltham, MA 02451

Phone number

(781) 790-8600

Established

Massachusetts since 03/04/1968

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
DELAWARE LIFE INSURANCE COMPANY	SOLE SHAREHOLDER
BLOOM, MICHAEL SCOTT	DIRECTOR & SECRETARY	5200070
CAREY, ELIZABETH	CHIEF COMPLIANCE OFFICER	4889080
JOSEPH, JAMES	FINANCIAL AND OPERATIONS PRINCIPAL	6576566
LAKE, COLIN C	PRESIDENT AND DIRECTOR	2717313
WANG, FANG LINDA	DIRECTOR	7675208

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brianne N. Snow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brianne Noel Snow's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARENDON INSURANCE AGENCY, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2022

Series 63

Date: 5/7/2022

Series 6TO

Date: 4/9/2022

SIE

Date: 1/29/2022

FINRA

Current Firm

CLARENDON INSURANCE AGENCY, INC.

Contact information

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CLARENDON INSURANCE AGENCY, INC.

TRUST BUT VERIFY

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