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Kent Edward Snodgrass

REALTA EQUITIES
WILMINGTON, DE
·CRD# 7667341·2 years experience

Professional Summary

Kent Edward Snodgrass is a registered financial advisor currently at REALTA EQUITIES, INC. located in Wilmington, Delaware. Kent is registered as a RR (Registered Representative) and started their career in finance in 2024. Kent has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years in the financial services industry

Current & Past Employments

REALTA EQUITIES, INC.·CRD# 23769
BD
1201 N. Orange Street Suite 729, Wilmington, DE 19801
March 18, 2024 - Present

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Current Firm

RE
REALTA EQUITIES, INC.

COASTAL EQUITIES, INC. | THE FALMOUTH FINANCIAL GROUP | REALTA WEALTH | REALTA EQUITIES, INC.

CRD#: 23769 / SEC#: 8-40822
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

1201 N. Orange Street Suite 729, Wilmington, DE 19801

Mailing Address

1201 N. Orange Street Suite 729, Wilmington, DE 19801

Phone Number

(888) 657-5200

Established

Massachusetts since 01/24/1989

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ORANGE STREET HOLDINGS, INC.SHAREHOLDER—
BROOKS, MELISSA CAWOODCONTROLLER/FINOP4219393
ODOM, AMY ENITHAML OFFICER2674773
ODOM, AMY ENITHCHIEF COMPLIANCE OFFICER2674773
REITAN, EMILY SUZANNECHIEF OPERATING OFFICER5209812
SMITH, SCOTT STEPHENCEO5091112

Disclosures

Regulatory Event

7

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(9/25/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2024About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Kent Edward Snodgrass's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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