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RIA / WealthAdvisor11 years in industry

SAMUEL JOSIAH DIXON

Advisor at OXFORD WEALTH GROUP, LLC

ORLANDO, FL

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Search this name across graphsid dfx:ria:0ef9d02b-c19f-a92c-c208-cfd6210d55c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 3, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OXFORD WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Oct 30, 2015
First registration: Nov 3, 2015
Dual registered: no
IAPD individual key: 6579050

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OXFORD WEALTH GROUP, LLC	Independent wealth	Mar 6, 2023	n/a	yes	ORLANDO, FL	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jun 23, 2017	Aug 17, 2022	no	KISSIMMEE, FL\|SENECA, SC\|DAYTONA BEACH, FL\|GREENWOOD, SC\|APOPKA, FL\|DELAND, FL\|MOUNT DORA, FL\|ORLANDO, FL\|CLERMONT, FL\|Greenville, SC	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Jan 3, 2017	Mar 14, 2017	no	Senaca, SC\|ADA, MI	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Dec 15, 2015	Jun 28, 2017	no	Seneca, SC	Previous registration
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Nov 3, 2015	Dec 16, 2015	no	Seneca, SC\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	OXFORD WEALTH GROUP, LLC	Aug 17, 2022	Mar 6, 2023	201	Firm change	Ibd to RIA
FREEDOM INVESTMENT MANAGEMENT, INC.	USA FINANCIAL SECURITIES LLC	Jun 28, 2017	Jan 3, 2017	-176	Firm change after gap	Other
USA FINANCIAL SECURITIES LLC	AE WEALTH MANAGEMENT, LLC	Mar 14, 2017	Jun 23, 2017	101	Firm change	Other
FOUNDATIONS INVESTMENT ADVISORS LLC	FREEDOM INVESTMENT MANAGEMENT, INC.	Dec 16, 2015	Dec 15, 2015	-1	Firm change	Other

Relationships

Registered with (5)

→ OXFORD WEALTH GROUP, LLCRegistered adviserregistration: current employment
Mar 6, 2023 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 23, 2017 to Aug 17, 2022factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 15, 2015 to Jun 28, 2017factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Jan 3, 2017 to Mar 14, 2017factForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Nov 3, 2015 to Dec 16, 2015factForm ADV

Dated events

Occurred
Aug 17, 2022
Advisor changed firm
Samuel Josiah Dixon left Ae Wealth Management, Llc for Oxford Wealth Group, Llc (registered 2023-03-06)
Form ADVobserved 4 days ago