# Samuel Phillip Plotkin

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TEA & TAXES COMPANY DBA PROSPERITEA PLANNING](https://search.stillhousedata.com/firm/282041) | 2024-02-07 | present | Yes |
| [CLARITY WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/318575) | 2022-03-24 | 2024-04-05 | — |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2021-10-07 | 2021-11-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7449679)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7449679.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.