DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
David Leroy Snelson
Feed of 09/14/2026
At current firm
9 y
since May 20, 2017
In the industry
22 y
since Jul 1, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Clear Creek Financial Management, LLC independent RIA currentsince May 20, 2017 · Twin Falls, Id
- Signator Investors, Inc. formerDec 28, 2015 to May 25, 2017 · Twin Falls, Id
- Signator Financial Services, Inc. formerJan 7, 2013 to Dec 28, 2015 · Bellevue, Wa
- Commonwealth Financial Network national BDJan 19, 2010 to Dec 31, 2012 · Twin Falls, Id
- Msi Financial Services, Inc. formerDec 17, 2008 to Jan 26, 2010 · Spokane, Wa
Moves
a registration end followed by a registration begin elsewhere
- Signator Investors, Inc. to Clear Creek Financial Management, LLCleft May 25, 2017, registered May 20, 2017 (-5 days) · Other
- Signator Financial Services, Inc. to Signator Investors, Inc.left Dec 28, 2015, registered Dec 28, 2015 (0 days) · corporate re-registration, not a move
- Commonwealth Financial Network to Signator Financial Services, Inc.left Dec 31, 2012, registered Jan 7, 2013 (7 days) · Other
- Msi Financial Services, Inc. to Commonwealth Financial Networkleft Jan 26, 2010, registered Jan 19, 2010 (-7 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address