Shenandoah Sampson

Current Employers

Invera Wealth Advisors Llc

Bend, OR • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-11
OR	RA	APPROVED	2022-12-21

TX RA
APPROVED

Since 2023-01-11
OR RA
APPROVED

Since 2022-12-21

Branch Locations

Bend, OR • 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

Organization	City	State	From	To
U.S. Department Of State	Washington	DC	02/2013	12/2017
Raymond James & Associates, Inc.	Walnut Creek	CA	01/2018	12/2022
Invera Wealth Advisors Llc	Bend	OR	11/2022	Present

02/2013 → 12/2017

U.S. Department Of State

Washington, DC
01/2018 → 12/2022

Raymond James & Associates, Inc.

Walnut Creek, CA
11/2022 → Present

Invera Wealth Advisors Llc

Bend, OR

Previous Registrations

2018-08-24 → 2022-12-31

Raymond James & Associates, Inc.

Bend, OR

Other Businesses

Shenandoah Sampson (sole proprietorship); investment-related: No; 2325 NW Lolo Drive, Bend, OR, 97703; Rental property in Costa Rica; Owner; start date of your relationship; April 6, 2024; the approximate number of hours/month you devote to the other business: Two (the property does not currently have renters); the number of hours you devote to the other business during securities trading hours: None; and briefly describe your duties relating to the other business: Communicate with the property manager regarding property/guest needs as necessary

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-23

S66 Uniform Combined State Law Examination

2018-08-23

Designations

View on SEC IAPD