Samim Oliveira Syed

Current Employers

Employment History

• 05/2017 → 10/2017
  Unemployed
  New York, NY
• 05/2016 → 04/2017
  Devere Usa Inc
  New York, NY
• 10/2017 → 01/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2018 → 10/2020
  Northwestern Mutual Investment Services Llc
  New York, NY
• 08/2019 → 01/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2020 → 01/2021
  Northwestern Mutual Investment Services, Llc
  Denver, CO
• 01/2021 → 09/2025
  Penn Mutual Life Insurance Company
  Horsham, PA
• 09/2025 → 06/2026
  Digital Wealth Partners
  Dallas, TX
• 06/2026 → Present
  Hornor, Townsend & Kent, Llc
  Wilmington, DE

Previous Registrations

• 2025-10-06 → 2026-06-05
  Digital Ascension Group - Wealth
  Dallas, TX
  Evergreen, CO
• 2023-11-20 → 2025-09-25
  Hornor, Townsend & Kent, Llc
  Littleton, CO
  Littleton, CO
  Conshohocken, PA
• 2018-05-15 → 2022-01-18
  Northwestern Mutual Investment Services, Llc
  New York, NY
  White Plains, NY
  Denver, CO
• 2016-11-16 → 2017-04-21
  Brite Advisors Usa, Inc.
  New York, NY

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: SYED FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 2679 W MAIN ST, SUITE 243, LITTLETON, CO 80120 | START DATE: 06/16/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY EVchargeME| INVESTMENT RELATED: NO | DBA NAME: EVchargeME | POSITION HELD: Co-Owner | ADDRESS: 716 Dreamcatcher Ln, Evergreen, CO 80439 | START DATE: 07/01/2023 | NATURE OF ACTIVITY: EV Charging Stations | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: MANAGEMENT OF EV TEAM; ADMINISTRATION DUTIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-14
• S65 Uniform Investment Adviser Law Examination
  2016-10-18

Other Names

• Sam Syed
• Sam Syed
• Samim Syed