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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-14 |
Branch Locations
20130 Lakeview Ctr Plaza Ste 400, Ashburn, VA 20147 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Sams Financial Services | Ashburn | VA | 02/2012 | Present |
| Voya Financial Advisors | Herndon | VA | 09/2014 | 11/2017 |
| Securities America, Inc. | Ashburn | VA | 11/2017 | 06/2024 |
| Securities America Advisors | Ashburn | VA | 11/2017 | 06/2024 |
| Osaic Wealth, Inc. | Ashburn | VA | 06/2024 | Present |
1. SAA -Advisor -Advisory Affiliation Invest Related: Yes Hrs: 120 Sec Trade Hrs: 120 -11/10/2017 -12325 Port Grace Blvd, La Vista NE 68128 -Advisory 2. Loudoun County Public Schools -Teacher -Teaching Hrs: 2 Sec Trade Hrs: 2 -10/03/2017 -21000 Education Ct Ashburn VA 20148 -Substitute teaching 3. Jackson Sams Inc. -Owner -S Corp for Tax purposes -07/16/2006 -42200 Heathman Pl, Chantilly VA 20152 -Corporate entity for tax purposes 4. Jackson Sams Wealth Strategies -Owner -Sell Insurance Hrs: 10 Sec Trade Hrs: 5 -12/31/2001 -20130 LAKEVIEW CTR PLAZA STE 400, ASHBURN VA 20171 -Selling insurance products 5. JACKSON SAMS WEALTH STRATEGIES - DBA 6. AARP COMMUNITY AMBASSADOR -Community Ambassador -AARP Community Outreach Ambassador #HRS: 8 -12/21/2020 -901 E Byrd St Ste 1005, Richmond VA 23219 -Community engagement for activities and events with local AARP. 7. THE WOMEN'S CENTER -Volunteer -Volunteer #HRS: 3 -06/26/2021 -133 Park St NE, Vienna VA 22180 -Volunteer doing complimentary financial consultations for the center to women in transition. 8. NATIONAL ASSOCIATION OF BABY BOOMER WOMEN -Volunteer -Contribute articles on retirement planning as an associate #HRS: 1 -06/24/2021 -9672 W US Highway 20, Galena IL 61036 -Share articles and conduct seminars 9. PAM SAMS SPEAKS -Owner -Speaking engagements #HRS 5 -7/26/21 -42200 Heathman Plc Chantilly VA 20152 -Interviews, speaking engagements on various topics 10. AFFLUENCE MAGAZINE -Volunteer -Magazine Contributor #HRS 1 -9/16/21 -225 30th St Ste 306, Sacremento CA 95817 -Contributing articles for the magazine quarterly 11. LOUDOUN COUNTY CHAPTER OF DELTA SIGMA THETA SORORITY INC. -Assistant Financial Secretary -Assistant Financial Secretary #HRS 2 -5/6/23 -44715 Prentice Dr #1591, Ashburn VA 20146 -Collect various payments including dues for the sorority. Occasionally read financial report at chapter meetings. 12. PAMELA SAMS POSITION: Consultant NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 11/10/2017 ADDRESS: 20130 Lakeview Center Plaza, Suite 400, Ashburn VA 20147 DESCRIPTION: Help advisors with business and marketing planning. 13. REDEVELOPHER POSITION: Board member NATURE: Non-profit for women in transition INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2024 ADDRESS: 15064 Galapagos Place, Woodbridge VA 22193-5844, United States DESCRIPTION: Help organize events 14. PAM SAMS SPEAKS POSITION: Owner NATURE: Speaking engagements; Authoring books INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/26/2021 ADDRESS: 42200 Heathman Place, Chantilly VA 20152, United States DESCRIPTION: Interviews, speaking engagements on various topics; Book author 15. MILLION DOLLAR ROUNDTABLE (MDRT) POSITION: Member NATURE: Association INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 325 West Touhy Avenue, Park Ridge IL 60068, United States DESCRIPTION: Industry association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-26 |
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