Sampson Parham Reavis

Current Employers

Employment History

• 05/2009 → 02/2019
  Lions Services
  Charlotte, NC
• 04/2019 → Present
  Snr Services, Llc/Reavis Financial Group
  Matthews, NC
• 11/2020 → Present
  Glp Investment Services, Llc
  Matthews, NC
• 03/2019 → Present
  Valuteachers
  Ponte Vedra, FL
• 05/2021 → Present
  Asset Allocation Strategies, Llc
  Matthews, NC
• 06/2024 → Present
  Assured Partners
  Orlando, FL

Other Businesses

(1) SNR SERVICES, LLC/REAVIS FINANCIAL GROUP (DBA); INVESTMENT RELATED; ADDRESS: 2130 GARDEN VIEW LN, MATTHEWS, NC 28104; NATURE: PASS-THROUGH FOR ANNUITIES & LIFE INSURANCE SALES DONE THROUGH VALUTEACHERS. REAVIS FINANCIAL GROUP IS THE DBA; POSITION: PARTNER; START DATE: 04/2019; HOURS DEVOTED: LESS THAN 1. HOURS ARE REFLECTED IN THE VALUTEACHERS OBA. DURING TRADING HOURS; DUTIES: MARKET ANNUITIES & LIFE INSURANCE, PROCESS CUSTOMER SERVICE TRANSACTIONS, BOOKKEEPING. (2) VALUTEACHERS; INVESTMENT-RELATED; LOCATED IN NC - SUPERVISED FROM ST. AUGUSTINE, FL; NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES; POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR; START DATE: 03/2019; APX. HRS/MONTH: 180. DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS. (3) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED IN NORTH CAROLINA - SUPERVISED FROM MICHIGAN; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 05/2021; APX 30 HRS/MO, 30 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (4) LIONS SERVICES; NOT INVESTMENT RELATED; CHARLOTTE, NC; 501C3 NON-PROFIT HELPING THE BLIND; BOARD MEMBER & SECRETARY; START THIS POSITION 2023; 1 MEETING PER QUARTER, NOT DURING TRADING HOURS; DUTIES: UNPAID VOLUNTEER BOARD MEMBER, ON FINANCE COMMITTEE AND BOARD SECRETARY. (5) SEEDS OF HOPE; NOT INVESTMENT RELATED; CHARLOTTE, NC; NON-PROFIT FOR SCHOLARSHIPS TO THE UNDERSERVED IN CHARLOTTE; START 2023; 2 MEETS PER YEAR - 4 HOURS NOT DURING TRADING HOURS; DUTIES: UNPAID VOLUNTEER, ASSISTING IN SCHOLARSHIP SELECTION PROCESS. (6) ASSURED PARTNERS; INVESTMENT RELATED; ORLANDO, FL; SECTION 125 & FLEX BENEFITS; INDEPENDENT CONTRACTOR; START JULY 2024; APX. 20-25 HRS/MO, ALL DURING TRADING HOURS; DUTIES: ENROLLMENT OF CAFETERIA PLAN 125 BENEFITS FOR EMPLOYER WORKPLACES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-24
• S63 Uniform Securities Agent State Law Examination
  2021-01-22

Other Names

• Sampson Reavis
• Sampson Pavham Reavis