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Samantha Lyn Vicchiarelli

Alexis Advisors

Richmond, VA

New Cumberland, PA

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Current Employers
Alexis Advisors

Richmond, VA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-22
VA RA APPROVED 2023-05-17
  • PA RA
    APPROVED
    Since 2025-01-22
  • VA RA
    APPROVED
    Since 2023-05-17

Branch Locations

Richmond, VA • United States

New Cumberland, PA • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 11/2015 04/2023
Yesterdays Bar Marmora NJ 05/2014 08/2020
Bank Of America, N.A. Egg Harbor Township NJ 07/2019 04/2023
Alexis Advisors Richmond VA 05/2023 Present
Previous Registrations
Other Businesses

Third Party Irrevocable Trust for Linda Cunningham Vicchiarelli Trustee 1018 West Groveland Avenue, Somers Point, NJ 08244 Start Date: 2022 # of Hours During Business Trading: 0 Trustee of mother's investment account.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-05
  • S66 Uniform Combined State Law Examination
    2017-05-05
Designations
Other Names
  • Samantha L Vicchiarelli

View on SEC IAPD

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