This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ADVICE AND PLANNING SERVICES

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Chartered Financial Analyst

Exams

S63

First exam

Oct 20, 2021

First registration

Sep 11, 2019

Dual registered

yes, broker-dealer

Other names

LYNN DOUGLAS SNYDER|Lynn D Snyder

IAPD individual key

3156204

• Occurred

  May 26, 2026
  Advisor changed firm

  Lynn Douglas Snyder left Johnson Bixby for Advice And Planning Services (registered 2026-06-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a258c4b-598c-cb4e-1fd9-dc44cb77a1c4

First observed

Sep 11, 2019

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.