Samara Terrill

Current Employers

Employment History

• 04/2013 → 09/2018
  New Life Nutrition
  Oklahoma City, OK
• 08/2013 → 12/2016
  Proequities
  Oklahoma City, OK
• 12/2018 → 10/2019
  Third Seven Capital, Llc
  New York, NY
• 09/2019 → 10/2019
  Holm & Cawley Financial Group, Llc
  Las Vegas, NV
• 10/2019 → Present
  Belpointe Asset Management, Llc
  Phoenix, CT
• 06/2013 → Present
  Synergy Advisory Group
  Houston, TX

Previous Registrations

• 2019-10-14 → 2020-01-02
  Belpointe Asset Management Llc
  Reno, NV
  Oklahoma City, OK
• 2019-10-09 → 2019-10-18
  Holm & Cawley Financial Group Llc
  Oklahoma City, OK
• 2019-01-04 → 2019-09-30
  Third Seven Advisors, Llc
  New York, NY
• 2013-09-12 → 2016-12-31
  Concourse Financial Group Securities, Inc.
  Clinton, OK
• 2012-05-14 → 2013-05-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 2010-12-08 → 2011-07-01
  Morgan Stanley
  Oklahoma City, OK

Other Businesses

1) SAMARA TERRILL, INVESTMENT RELATED, 2323 CLEAR LAKE CITY BLVD #321 HOUSTON, TX 77062 . INSURANCE SALES, LIFE, HEALTH & ACCIDENT INSURANCE PRODUCER, SINCE 2016, APPROX 2 HOURS PER MONTH. 2). PINEBROOKWOOD ORCAS SWIM TEAM, NON-INVESTMENT RELATED, 16220 PARK CENTER DR HOUSTON, TX 77059, COMMUNITY / NEIGHBORHOOD SUMMER SWIM TEAM IN THE CLEAR CREEK SWIM LEAGUE, BOARD MEMBER, SECRETARY, START: 02/2026, 12 HOURS IN JUNE NOT DURING TRADING HOURS, 2 HOURS PER MONTH THE REMAINING MONTHS OF THE YEAR, NONE DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-07

Other Names

• Samara Ann Spencer-Daugherty
• Samara Ann Spencer-Daugherty
• Samara Ann Terrill
• Samara A Terrill