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Detailed Report
TAMARA DENISE SNIDER
TAMARA D COTTINGHAM, TAMI SNIDER
CRD#: 4259746
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 2801 NETWORK BLVD.
SUITE 503
FRISCO, TX 75034
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 Aubrey, TX
Registration History
2010201220142016201820202022202420262 FIRMS2009 - 2009 (<1 year)2 FIRMS2011 - 2012 (<1 year)2 FIRMS2012 - 2014 (2 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2024 - Present (<1 year)IAMERIT FINANCIAL ADVISORS (CRD# 142457)2017 - Present (7 years)BLPL FINANCIAL LLC (CRD# 6413)2014 - 2024 (10 years)IASTRATOS WEALTH PARTNERS, LTD (CRD# 153184)2014 - 2017 (3 years)
License(s)

State Registrations

IA
Texas 11/2/2017
B
Texas 8/16/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
Aubrey, TX
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009
Registered with this firm since 8/16/2024
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
2801 NETWORK BLVD. SUITE 503, FRISCO, TX 75034
Registered with this firm since 11/2/2017
Previous Registration(s)
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B
 04/22/2014 - 08/16/2024 LPL FINANCIAL LLC (CRD#:6413) ALPHARETTA, GA
IA
 06/02/2014 - 10/31/2017 STRATOS WEALTH PARTNERS, LTD (CRD#:153184) FRISCO, TX
IA
 04/10/2012 - 04/25/2014 ARGENTUS ADVISORS, LLC (CRD#:116083) DALLAS, TX
B
 04/10/2012 - 04/25/2014 ARGENTUS SECURITIES, LLC (CRD#:45915) DALLAS, TX
IA
 07/06/2011 - 01/30/2012 NFP SECURITIES, INC. (CRD#:42046) DALLAS, TX
B
 07/06/2011 - 01/30/2012 NFP SECURITIES, INC. (CRD#:42046) DALLAS, TX
IA
 07/15/2009 - 11/17/2009 CHARLES SCHWAB & CO., INC. (CRD#:5393) DALLAS, TX
B
 03/30/2009 - 11/17/2009 CHARLES SCHWAB & CO., INC. (CRD#:5393) DALLAS, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.