Samantha Jean Carver
Investment adviser representative at Bond Tech Inc
10 yearsExperience
1 stateRegistered in
$221.6MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bond-tech, Inc.Jan 2023 to now
- Red Barn DesignsOct 2022 to now
- Clearcreek Custom BuildersAug 2020 to Nov 2022
- Invest Capital PartnersMay 2019 to Jul 2023
- Jxt Applications Inc.Oct 2018 to May 2019
- Fresh Thyme Farmers MarketFeb 2016 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bond Tech Inc
$221.6MAssets managed
139Clients
2Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7120141
- Firm CRD
- 105979