SAMUEL SOSA is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with STEELPEAK WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEELPEAK WEALTH, LLC | 2024-03-12 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2024-01-22 | — |
| STRATEGIC ADVISERS LLC | 2017-01-23 | 2018-07-13 | — |
| J.P. MORGAN SECURITIES LLC | 2015-09-02 | 2017-01-10 | — |