Career
Samantha Escobedo has been Senior VP of Hantz Financial Services since June 2025. Samantha Escobedo is a control person of the firm and directly owns under 5% of it.
Hantz Financial Services, Inc. is a Southfield, MI firm with $10B under management, 24,070 clients and 333 advisers across 21 offices, as of its September 2026 filing.
- – present · 8 years, · Adviser representative · Firm CRD 46047
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 13 November 2017 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 June 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 November 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 2016 |
| Series 7 | General Securities Representative Examination | 21 December 2015 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Samantha Tracy Escobedo
- CRD
- 6554885
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Samantha Escobedo work?
Samantha Escobedo has been Senior VP of Hantz Financial Services, Inc. since June 2025, and is a control person of the firm.
Is Samantha Escobedo a financial advisor?
Yes. Samantha Escobedo has a current investment-adviser registration in Ohio, through Hantz Financial Services since November 2017.
How many years of experience does Samantha Escobedo have?
Samantha Escobedo has 10 years in the financial industry, since December 2015, across 1 adviser firm.
What exams has Samantha Escobedo passed?
Samantha Escobedo has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2015. FINRA credited Samantha Escobedo with the SIE, which began in October 2018.
Leadership at Hantz Financial Services
- John MachcinskiPresident/Secretary/Chief Compliance Officer
- Antonio NataleVice President of Asset Management
- David ArnoldSenior VP
- John BeebeSenior VP
- John HantzDirector
- Kimberly Diane HantzDirector
- Lauren Christine HantzDirector
- Thomas Craig McalearDirector
- Robert McclainSenior VP
- Jamie RacineSenior VP
- Michael ReidSenior VP
- David Joseph SheaDirector
- Jeffery SoperSenior VP
- Daniel StevensSenior VP
- Renee YarochVP/CFO/FINOP/Principal Operations Officer