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Samuel Owen Rice

Unique Wealth, LLC

Tampa, FL

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Current Employers
Unique Wealth, Llc

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-23
  • FL RA
    APPROVED
    Since 2026-07-23

Branch Locations

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • 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
Financial Security Management, Inc. Virginia Beach VA 05/2023 08/2024
Ascent Financial Charlottesville VA 10/2022 05/2023
Ivy Math Norfolk VA 07/2022 08/2022
Doordash Norfolk VA 12/2021 08/2022
Stony's Dockside Bar And Grill Norfolk VA 02/2021 06/2021
Yorgo's Norfolk VA 07/2020 08/2022
Yarow Estates Norfolk VA 05/2018 08/2018
Granby High School Norfolk VA 08/2018 06/2021
Publix Pensacola FL 02/2018 05/2018
Pensacola High School Pensacola FL 08/2017 05/2018
Episcopal Day School Of Christ Church Pensacola FL 08/2011 05/2017
Johnson Financial Group Llc Denver CO 01/2025 03/2026
Jfg Wealth Management Llc Denver CO 01/2025 03/2026
Unemployed Norfolk VA 09/2024 12/2024
Unique Wealth, Llc Tampa FL 07/2026 Present
University Of Virginia Charlottesville VA 08/2021 05/2024
Unemployed Denver CO 04/2026 06/2026
  • 05/2023 → 08/2024
    Financial Security Management, Inc.
    Virginia Beach, VA
  • 10/2022 → 05/2023
    Ascent Financial
    Charlottesville, VA
  • 07/2022 → 08/2022
    Ivy Math
    Norfolk, VA
  • 12/2021 → 08/2022
    Doordash
    Norfolk, VA
  • 02/2021 → 06/2021
    Stony's Dockside Bar And Grill
    Norfolk, VA
  • 07/2020 → 08/2022
    Yorgo's
    Norfolk, VA
  • 05/2018 → 08/2018
    Yarow Estates
    Norfolk, VA
  • 08/2018 → 06/2021
    Granby High School
    Norfolk, VA
  • 02/2018 → 05/2018
    Publix
    Pensacola, FL
  • 08/2017 → 05/2018
    Pensacola High School
    Pensacola, FL
  • 08/2011 → 05/2017
    Episcopal Day School Of Christ Church
    Pensacola, FL
  • 01/2025 → 03/2026
    Johnson Financial Group Llc
    Denver, CO
  • 01/2025 → 03/2026
    Jfg Wealth Management Llc
    Denver, CO
  • 09/2024 → 12/2024
    Unemployed
    Norfolk, VA
  • 07/2026 → Present
    Unique Wealth, Llc
    Tampa, FL
  • 08/2021 → 05/2024
    University Of Virginia
    Charlottesville, VA
  • 04/2026 → 06/2026
    Unemployed
    Denver, CO
Previous Registrations
  • 2025-01-23 → 2026-04-02
    Jfg Family Office
    Denver, CO
  • 2025-01-23 → 2026-01-19
    Jfg Wealth Management, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-06
S63 Uniform Securities Agent State Law Examination 2024-08-22
  • S65 Uniform Investment Adviser Law Examination
    2024-09-06
  • S63 Uniform Securities Agent State Law Examination
    2024-08-22
Other Names
  • Sam Rice

View on SEC IAPD

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