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Samantha Charlotte Stocksett

Blackston Financial Advisory Group, LLC

The Villages, FL

CRD 7637479

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Employer firm

Blackston Financial Advisory Group, LLC CRD 291380

$333M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Blackston Financial Advisory Group, Llc

8564 E. County Road 466 Suite 302, The Villages, FL 32162 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-20
  • FL RA
    APPROVED
    Since 2023-03-20

Branch Locations

8564 E. County Road 466 Suite 302, The Villages, FL 32162 • 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
Blackston Financial Advisory Group The Villages FL 03/2014 Present
  • 03/2014 → Present
    Blackston Financial Advisory Group
    The Villages, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03
Other Names
  • Samantha Charlotte Spring

View on SEC IAPD

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