Sam A Beritela

Current Employers

Sunlight Peaks Financial Partners, Llc

Glenwood Springs, CO • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-06-12
TX	RA	APPROVED	2023-05-25
MD	RA	APPROVED	2022-05-06

AZ RA
APPROVED

Since 2023-06-12
TX RA
APPROVED

Since 2023-05-25
MD RA
APPROVED

Since 2022-05-06

Branch Locations

Sparks, MD • United States

Glenwood Springs, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self-Employed	Sparks	MD	08/2018	Present
Wms Partners	Towson	MD	04/2017	08/2018
Self-Employed	Sparks	MD	02/2015	04/2017
Sunlight Peaks Financial Partners	Denver	CO	04/2021	Present

08/2018 → Present

Self-Employed

Sparks, MD
04/2017 → 08/2018

Wms Partners

Towson, MD
02/2015 → 04/2017

Self-Employed

Sparks, MD
04/2021 → Present

Sunlight Peaks Financial Partners

Denver, CO

Other Businesses

Outlier Realty Capital; yes; Bethesda, MD 20814; real estate investment; consultant; November 2018; up to 40; 2; financial and corporate strategy consulting.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-05-05

S65 Uniform Investment Adviser Law Examination

2022-05-05