Edward Gregory Samson
Professional Summary
Edward Gregory Samson, who also goes by Edward G Samson, Edward Gregory Samson Mr., Edward Gregory Samson, is a registered financial advisor currently at POLYGON CAPITAL ADVISORS, LLC located in Sausalito, California and MATRIX 360 DISTRIBUTORS, LLC located in Fairway, Kansas. Edward is registered as a RR (Registered Representative) and started their career in finance in 1996. Edward has worked at 31 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edward G Samson, Edward Gregory Samson Mr., Edward Gregory Samson
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BASTION FIDUCIARY
CAPITAL ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT STRATEGIES
Videos & Posts
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BASTION FIDUCIARY
CAPITAL ADVISORY SERVICES, LLC
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Contact Information
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BASTION FIDUCIARY
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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BASTION FIDUCIARY
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Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MIDSOUTH CAPITAL MARKETS GROUP | REDCHIP SECURITIES, INC. | PENN CENTER INVESTMENTS, INC. | MOODY CAPITAL SOLUTIONS, INC. | MOODY CAPITAL SOLUTIONS, INC | MOODY CAPITAL SOLUTION, INC.
Contact Information
Main Address
12807 Doe Drive, Alpharetta, GA 30004Mailing Address
12807 Doe Drive, Alpharetta, GA 30004Phone Number
(770) 377-3556Established
Pennsylvania since 10/15/1984Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Feb 2000Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Aug 1997SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Edward Gregory Samson's CRS (Customer Relationship Summary).
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