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Richard Paul Sampson

The Life Wealth Group

Winter Garden, FL

CRD 8220121

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Employer firm

The Life Wealth Group CRD 332978

$491M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
The Life Wealth Group

270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-26
  • FL RA
    APPROVED
    Since 2026-02-26

Branch Locations

270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • 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
Unemployed Lake Mary FL 08/2025 02/2026
Amplified Planning Richardson TX 06/2025 08/2025
Canitizeusa Bradenton FL 09/2024 07/2025
Ptr Baler & Compactor Pittsburgh PA 10/2022 07/2024
Apollos University Great Falls MT 05/2019 12/2024
Affordable Pressure Washing Services, Llc Sanford FL 05/2017 04/2020
Banda Exteriors Winter Springs FL 06/2016 05/2017
Madison Avenue Securities San Diego CA 02/2026 Present
Lifewealth Investment, Llc Winter Garden FL 02/2026 Present
  • 08/2025 → 02/2026
    Unemployed
    Lake Mary, FL
  • 06/2025 → 08/2025
    Amplified Planning
    Richardson, TX
  • 09/2024 → 07/2025
    Canitizeusa
    Bradenton, FL
  • 10/2022 → 07/2024
    Ptr Baler & Compactor
    Pittsburgh, PA
  • 05/2019 → 12/2024
    Apollos University
    Great Falls, MT
  • 05/2017 → 04/2020
    Affordable Pressure Washing Services, Llc
    Sanford, FL
  • 06/2016 → 05/2017
    Banda Exteriors
    Winter Springs, FL
  • 02/2026 → Present
    Madison Avenue Securities
    San Diego, CA
  • 02/2026 → Present
    Lifewealth Investment, Llc
    Winter Garden, FL
Other Businesses

1.) Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes, Investment Related; Broker Dealer; Non-Registered; Start Date 02/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Services. 2.) LifeWealth Investments, LLC; Yes Investment Related; 270 W. Plant Street, Suite 240, Winter Garden FL 34787; Position: Registered Investment Adviser; Wealth Management; Start Date: 02/2026; Approx 120 hour per month; Approx 120 hours during trading; Investment Management and Financial Planning.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-12
  • S65 Uniform Investment Adviser Law Examination
    2025-04-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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