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Samuel Lewis Goodfriend

Wealthvalues, LLC

Redwood City, CA

Houston, TX

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Current Employers
Wealthvalues, Llc

303 Twin Dolphin Dr. Suite 600, Redwood City, CA 94065 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-11
TX RA APPROVED 2023-09-11
  • CA RA
    APPROVED
    Since 2023-09-11
  • TX RA
    APPROVED
    Since 2023-09-11

Branch Locations

303 Twin Dolphin Dr. Suite 600, Redwood City, CA 94065 • United States

Houston, TX • 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
Edward Jones St Louis MO 07/2019 04/2021
Northwestern Mutual Baton Rouge LA 01/2018 12/2018
Outback Steakhouse Sugar Land TX 05/2017 08/2017
Tanglewood Legacy Advisors Houston TX 05/2017 08/2017
Unique Cuisine Baton Rouge LA 09/2017 12/2017
Outback Steakhouse Baton Rouge LA 08/2016 12/2016
Outback Steakhouse Sugar Land TX 12/2016 01/2017
Education - Schooling Sugar Land TX 07/2009 06/2019
Waitr Baton Rouge LA 02/2019 05/2019
Wealthvalues, Llc Redwood City CA 05/2021 Present
  • 07/2019 → 04/2021
    Edward Jones
    St Louis, MO
  • 01/2018 → 12/2018
    Northwestern Mutual
    Baton Rouge, LA
  • 05/2017 → 08/2017
    Outback Steakhouse
    Sugar Land, TX
  • 05/2017 → 08/2017
    Tanglewood Legacy Advisors
    Houston, TX
  • 09/2017 → 12/2017
    Unique Cuisine
    Baton Rouge, LA
  • 08/2016 → 12/2016
    Outback Steakhouse
    Baton Rouge, LA
  • 12/2016 → 01/2017
    Outback Steakhouse
    Sugar Land, TX
  • 07/2009 → 06/2019
    Education - Schooling
    Sugar Land, TX
  • 02/2019 → 05/2019
    Waitr
    Baton Rouge, LA
  • 05/2021 → Present
    Wealthvalues, Llc
    Redwood City, CA
Previous Registrations
  • 2019-09-04 → 2021-04-01
    Edward Jones
    Sugar Land, TX
    St Louis, MO
    Maryland Heights, MO
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-10
S66 Uniform Combined State Law Examination 2019-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-09-10
  • S66 Uniform Combined State Law Examination
    2019-08-31

View on SEC IAPD

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Samantha Rene Mokma
Diana Pastrana
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Other Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA
OSAIC WEALTH, INC. · REDWOOD CITY, CA
NEPC, LLC · Redwood City, CA
AINA CLIMATE AI VENTURES, LLC · REDWOOD CITY, CA
OSAIC INSTITUTIONS, INC. · Redwood City, CA
1ST COURSE CAPITAL MANAGEMENT, LLC · REDWOOD CITY, CA

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