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Samantha Louise Beauvais

Betterment

Boynton Beach, FL

New York, NY

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Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-24
NY RA APPROVED 2024-08-30
TX RA APPROVED 2024-08-30
  • FL RA
    APPROVED
    Since 2024-09-24
  • NY RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED
    Since 2024-08-30

Branch Locations

Boynton Beach, FL • United States

450 West 33Rd Street Floor 11, New York, NY 10001 • 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
Aviance Capital Partners Llc Boca Raton FL 01/2022 03/2023
Self Employed Boca Raton FL 07/2021 07/2024
U.S. Info-Comm, Inc. Deerfield Beach FL 07/2015 03/2021
Human Rights Defense Center Lake Worth FL 03/2021 01/2022
Poulette French Rotisserie Delray Beach FL 06/2018 10/2018
Brio Tuscan Grille Boca Raton FL 08/2017 04/2018
Jlfranklin Wealth Planning Manager San Francisco CA 04/2023 06/2024
Betterment New York NY 07/2024 Present
  • 01/2022 → 03/2023
    Aviance Capital Partners Llc
    Boca Raton, FL
  • 07/2021 → 07/2024
    Self Employed
    Boca Raton, FL
  • 07/2015 → 03/2021
    U.S. Info-Comm, Inc.
    Deerfield Beach, FL
  • 03/2021 → 01/2022
    Human Rights Defense Center
    Lake Worth, FL
  • 06/2018 → 10/2018
    Poulette French Rotisserie
    Delray Beach, FL
  • 08/2017 → 04/2018
    Brio Tuscan Grille
    Boca Raton, FL
  • 04/2023 → 06/2024
    Jlfranklin Wealth Planning Manager
    San Francisco, CA
  • 07/2024 → Present
    Betterment
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-03
  • S65 Uniform Investment Adviser Law Examination
    2022-06-03
Designations

View on SEC IAPD

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