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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| MN | RA | APPROVED | 2024-12-11 |
Branch Locations
1874 Gulf To Bay Blvd, Clearwater, FL 33765 • United States
Inver Grove Heights, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stevens, Foster Financial Services, Inc. | Bloomington | MN | 06/2016 | 01/2017 |
| Hd Vest Investment Services | Saint Paul | MN | 01/2017 | 07/2017 |
| Hd Vest Advisory Services | Saint Paul | MN | 01/2017 | 07/2017 |
| Sampair Financial Group | Saint Paul | MN | 01/2017 | 12/2024 |
| Sampair Cpa | Blaine | MN | 01/2017 | Present |
| Securities America, Inc. | New Brighton | MN | 07/2017 | 06/2024 |
| Securities America Advisors | New Brighton | MN | 07/2017 | 06/2024 |
| Osaic Wealth, Inc. | New Brighton | MN | 06/2024 | 12/2024 |
| Lpl Financial, Llc | Apple Valley | MN | 12/2024 | Present |
1 - 12/10/2024 - Accurant, LLC - Tax Prep/Accounting/CPA - Inv Related - 4 Hours/Month - 1 Hour During Trading - At Reported Business Location(s) - Start Date 12/28/2016 - 4 hours per month/ 1 hour during trading 2 - 12/10/2024 - Sampair CPA - Business Entity For Tax/CPA Purposes Only - Not Inv Related - Apple Valley, MN - Start Date 12/28/2016. 3 - 12/10/2024 - Investment Advisors, Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s) - Start Date 12/26/2023 4 - 12/10/2024 - Sampair Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s) - Start Date 12/26/2023 5 - 12/10/2024 - Notary - Inv Related - 1 Hour/Month - At Reported Business Location(s) - Start Date 11/17/2017 - 1 hour per month 6 - 04/27/2026 - Apropos Advisors, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 140 hours during trading 7- 04/27/2026 - Sampair Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 140 hours during trading 8 - 05/12/2026 - James Sampair CPA - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 40 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-28 |
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