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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED_RES | 2025-11-17 |
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
401 Franklin Ave Suite 206, Garden City, NY 11530 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Uniondale | NY | 10/2010 | 11/2025 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 11/2025 | Present |
SAMANTHA'S LIMO SERVICE / 110 VETERANS BLVD. MASSAEPQUA, NY 11758 / COMPANY / TRANSPORT / LIMO SERVICE / IS THIS AN INDUSTRY SECTOR ORGANIZATION? NO / OFFICER / NONE / WILL YOU HAVE AUTHORITY TO MAKE INVESTMENT DECISIONS ON BEHALF OF THE COMPANY? NO/ START DATE 08/01/1990 / COMPLIANCE APPROVAL CONTINGENT UPON PRIVATE FINANCIAL INVESTMENT DISCLOSURE. SUBJECT TO RESTRICTIONS NOTED IN THE OUTSIDE ACTIVITIES GUIDE. BLUEPRINT WEALTH ADVISORS WFA LLC; INV RELATED; MELVILLE,NY; FINANCIAL PLANNING AND INVESTING;50% OWNERSHIP; START DATE: 01/01/2026; 200 HRS PER MONTH; 200 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-28 |
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