Inactive

Samantha Craig Vient

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Current Employers

Ellevest

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-12-19
NY	RA	APPROVED	2022-05-20
TX	RA	APPROVED	2022-05-20

CA RA
APPROVED

Since 2024-12-19
NY RA
APPROVED

Since 2022-05-20
TX RA
APPROVED

Since 2022-05-20

Branch Locations

Costa Mesa, CA • United States

228 Park Ave S Pmb 94934, New York, NY 10003 • 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

Organization	City	State	From	To
Origin Financial	San Francisco	CA	11/2015	02/2021
Mexico Collective	Costa Mesa	CA	06/2013	05/2020
Retirable	New York	NY	06/2020	02/2021
Ellevest	New York	NY	02/2021	02/2022
Retirable	New York	NY	03/2022	05/2022
Ellevest	Costa Mesa	CA	05/2022	Present

11/2015 → 02/2021

Origin Financial

San Francisco, CA
06/2013 → 05/2020

Mexico Collective

Costa Mesa, CA
06/2020 → 02/2021

Retirable

New York, NY
02/2021 → 02/2022

Ellevest

New York, NY
03/2022 → 05/2022

Retirable

New York, NY
05/2022 → Present

Ellevest

Costa Mesa, CA

Previous Registrations

2022-03-02 → 2022-06-01

Retirable

New York, NY

Costa Mesa, CA
2021-04-16 → 2022-03-09

Ellevest

New York, NY
2021-02-12 → 2021-03-10

Origin Investment Advisory Llc

Costa Mesa, CA
2013-01-30 → 2013-06-24

Learnvest Planning Services, Llc

Huntington Beach, CA
2010-09-27 → 2012-07-01

Craig Advisors, Incorporated

Orange, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-06-09

S65 Uniform Investment Adviser Law Examination

2010-06-09

Designations

Other Names

Samantha Craig

View on SEC IAPD

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