Laura Mesquita Borba Sampaio

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-01
PA	RA	APPROVED	2026-04-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Philadelphia	PA	02/2024	Present
Half Time Good Times Bar	Philadelphia	PA	06/2023	12/2023
At&T Corpo Ezpag Usa	Miami	FL	11/2022	05/2023
Self Employee	Philadelphia	PA	01/2021	07/2022
G&S Transportation	Miami	FL	03/2021	12/2021
Mediterranean 2000 Restaurant	Philadelphoa	PA	03/2020	03/2021
Straight Ahead Company	Miami	FL	01/2019	03/2020
Unemployed	Philadelphia	PA	07/2022	11/2022
Jovem Pan Radio	Caruaru		12/2015	01/2019
Bank Of America, N.A.	Philadelphia	PA	01/2026	Present

02/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA
06/2023 → 12/2023

Half Time Good Times Bar

Philadelphia, PA
11/2022 → 05/2023

At&T Corpo Ezpag Usa

Miami, FL
01/2021 → 07/2022

Self Employee

Philadelphia, PA
03/2021 → 12/2021

G&S Transportation

Miami, FL
03/2020 → 03/2021

Mediterranean 2000 Restaurant

Philadelphoa, PA
01/2019 → 03/2020

Straight Ahead Company

Miami, FL
07/2022 → 11/2022

Unemployed

Philadelphia, PA
12/2015 → 01/2019

Jovem Pan Radio

Caruaru
01/2026 → Present

Bank Of America, N.A.

Philadelphia, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-06

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