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Jacob Paul Sapia

Wmgna

Farmington, CT

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Current Employers
Wmgna

10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-06
  • CT RA
    APPROVED
    Since 2026-04-06

Branch Locations

10 Talcott Notch Road Suite 103, Farmington, CT 06032 • 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
Pruco Securities, Llc. South Windsor CT 07/2020 07/2024
Sagemark Consulting Windsor CT 05/2019 08/2019
Roger Williams University Bristol RI 10/2018 12/2019
Roger Williams University Bristol RI 08/2018 05/2020
Turnpike Wine And Spirits Berlin CT 07/2017 09/2019
Roger Williams University Bristol RI 08/2016 05/2020
Prudential Insurance Company Of America South Windsor CT 01/2021 07/2024
Wmgna, Llc Farmington CT 08/2024 Present
Osaic Wealth Farmington CT 08/2024 11/2024
Arkadios Capital Atlanta GA 11/2024 Present
  • 07/2020 → 07/2024
    South Windsor, CT
  • 05/2019 → 08/2019
    Sagemark Consulting
    Windsor, CT
  • 10/2018 → 12/2019
    Roger Williams University
    Bristol, RI
  • 08/2018 → 05/2020
    Roger Williams University
    Bristol, RI
  • 07/2017 → 09/2019
    Turnpike Wine And Spirits
    Berlin, CT
  • 08/2016 → 05/2020
    Roger Williams University
    Bristol, RI
  • 01/2021 → 07/2024
    Prudential Insurance Company Of America
    South Windsor, CT
  • 08/2024 → Present
    Wmgna, Llc
    Farmington, CT
  • 08/2024 → 11/2024
    Osaic Wealth
    Farmington, CT
  • 11/2024 → Present
    Arkadios Capital
    Atlanta, GA
Previous Registrations
Other Businesses

Wealth Management Group of North America, LLC, Is Investment Related, 10 Talcott Notch Rd, Suite 103, Farmington, CT, 06032, United States, Finance, Financial Advisor, 8/2024, 160 hours per month, 0 hours per month during trading hours, Salary Compensation, As a Tax-Out Advisor at WMGNA, I work directly with subscribers to design personalized, tax-efficient financial strategies that help them achieve True Success?. My expertise includes investment planning, next-gen financial management, and tax-efficient wealth building

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
  • S66 Uniform Combined State Law Examination
    2020-12-19
Designations
Other Names
  • Jacob Sapia
  • Jacob Paul Sapia
  • Jacob P Sapia
  • Jake Sapia

View on SEC IAPD

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