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

Michael Alan Snyder

Zega Investments, LLCmixed wealthWilmette, Il IA-onlyIAPD 5841076

Feed of 09/14/2026

At current firm

1 y

since Jul 30, 2025

In the industry

15 y

since Jan 18, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of Tradingreportedzegainvestments.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Zega Investments, LLC mixed wealth current
since Jul 30, 2025 · Palm Beach Gardens, Fl
Creative Planning independent RIA
Oct 6, 2015 to Jul 1, 2025 · Chicago, Il
Td Ameritrade Investment Management, LLC former
Jan 20, 2011 to Jul 13, 2015 · Oak Brook, Il
Td Ameritrade, Inc. former
Jan 20, 2011 to Jul 13, 2015 · Oak Brook, Il

Moves

a registration end followed by a registration begin elsewhere

Creative Planning to Zega Investments, LLC
left Jul 1, 2025, registered Jul 30, 2025 (29 days) · RIA to RIA
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Jul 13, 2015, registered Jan 20, 2011 (-1635 days) · channel change inside one enterprise, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Jul 13, 2015, registered Jan 20, 2011 (-1635 days) · Other

Signals

Michael Alan Snyder left Creative Planning for Zega Investments, Llc (registered 2025-07-30)
Jul 1, 2025 · Advisor changed firm · fact

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: Wealth manager with institutional or fund businessderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address