Samuel Josiah Dixon

Employer firm

Oxford Wealth Group, LLC CRD 319561

$328M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 03/2017
  Usa Financial Securities
  Ada, MI
• 06/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2015 → 06/2018
  Black Harbor Wealth Management
  Seneca, SC
• 12/2015 → 06/2017
  Eqis Capital Management
  San Rafael, CA
• 06/2018 → Present
  Oxford Advisory Group, Llc
  Seneca, SC

Previous Registrations

• 2017-06-23 → 2022-08-17
  Ae Wealth Management, Llc
  Kissimmee, FL
  Seneca, SC
  Daytona Beach, FL
  Greenwood, SC
  Apopka, FL
  Deland, FL
  Greenville, SC
  Clermont, FL
  Mount Dora, FL
  Orlando, FL
• 2015-12-15 → 2017-06-28
  Freedom Investment Management, Inc.
  Seneca, SC
• 2017-01-03 → 2017-03-14
  Usa Financial Securities Llc
  Senaca, SC
  Ada, MI
• 2015-11-03 → 2015-12-16
  Foundations Investment Advisors Llc
  Seneca, SC
  Phoenix, AZ

Other Businesses

1.) OXFORD ADVISORY GROUP, LLC; YES INVESTMENT RELATED; 125 EAGLES NEST DRIVE, SUITE 125C, SENECA, SC 29678 & 111 ORANGE AVE. SUITE 1020 ORLANDO, FL 32801; INSURANCE; FINANCIAL ADVISOR; STARTED 06/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-30