SUSAN MARIE WANAMAKER is an investment adviser representative (IAR) with state registration records since 2013, appearing at 7 firms. Currently registered with CAPITAL ANALYSTS, LLC, BEACON FINANCIAL ADVISORY LLC, LINCOLN INVESTMENT PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LINCOLN INVESTMENT PLANNING, LLC | 2024-10-11 | present | Yes |
| BEACON FINANCIAL ADVISORY LLC | 2023-11-02 | present | Yes |
| CAPITAL ANALYSTS, LLC | 2020-07-29 | present | Yes |
| EQUITABLE ADVISORS, LLC | 2019-12-20 | 2020-07-30 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-01-31 | 2019-09-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-12-14 | 2018-09-28 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-07-29 | 2016-10-31 | — |