# Samir Sinha

Samir Sinha is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with STAVIS WEALTH TRANSFER SOLUTIONS.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STAVIS WEALTH TRANSFER SOLUTIONS](https://search.stillhousedata.com/firm/328185) | 2025-06-03 | present | Yes |
| [POST OAK PRIVATE WEALTH ADVISORS](https://search.stillhousedata.com/firm/159293) | 2017-07-22 | 2018-03-19 | — |
| [BOK FINANCIAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/106507) | 2013-09-18 | 2015-02-24 | — |
| [GCI INVESTORS](https://search.stillhousedata.com/firm/115696) | 2012-05-15 | 2013-08-28 | — |
| [PALANTIR CAPITAL MANAGEMENT, LTD.](https://search.stillhousedata.com/firm/131625) | 2007-04-18 | 2009-01-23 | — |
| [MOCKINGBIRD HOLDINGS, LLC](https://search.stillhousedata.com/firm/130777) | 2004-05-26 | 2011-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2925368)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2925368.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.