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Samantha Lynn Sachs

Curio Wealth, LLC

Ashville, NC

Annapolis, MD

Asheville, NC

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Current Employers
Curio Wealth, Llc

721 Melvin Ave, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-15
  • NC RA
    APPROVED
    Since 2025-09-15

Branch Locations

30 Town Square Blvd, Ashville, NC 28803 • United States

721 Melvin Ave, Annapolis, MD 21401 • United States

Asheville, NC • 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
Jsk Financial Services, Llc Asheville NC 02/2014 12/2019
Annapolis Financial Services, Llc Asheville NC 01/2020 12/2023
Curio Wealth, Llc Asheville NC 01/2024 Present
  • 02/2014 → 12/2019
    Jsk Financial Services, Llc
    Asheville, NC
  • 01/2020 → 12/2023
    Annapolis Financial Services, Llc
    Asheville, NC
  • 01/2024 → Present
    Curio Wealth, Llc
    Asheville, NC
Previous Registrations
  • 2024-01-02 → 2024-01-11
    Curio Wealth, Llc
    Asheville, NC
    Annapolis, MD
  • 2020-01-03 → 2023-12-31
    Bay Point Wealth
    Annapolis, MD
    Asheville, NC
  • 2016-11-29 → 2020-03-24
    Jsk Financial Services Llc
    Asheville, NC
    Annapolis, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-18
  • S65 Uniform Investment Adviser Law Examination
    2016-11-18
Other Names
  • Sam Sachs
  • Samantha Lynn Sachs
  • Samantha Lynn Winogrond
  • Samantha Sachs

View on SEC IAPD

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