Samuel Phillip Plotkin is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with TEA & TAXES COMPANY DBA PROSPERITEA PLANNING.
| Firm | From | To | Current |
|---|---|---|---|
| TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | 2024-02-07 | present | Yes |
| CLARITY WEALTH MANAGEMENT LLC | 2022-03-24 | 2024-04-05 | — |
| AE WEALTH MANAGEMENT, LLC | 2021-10-07 | 2021-11-08 | — |