SUSAN ANN ESTEP is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with WILLOW CREEK CAPITAL MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| WILLOW CREEK CAPITAL MANAGEMENT, INC. | 2025-12-09 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2019-01-04 | 2026-04-02 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2010-01-29 | 2019-01-16 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-09-06 | 2010-02-03 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1998-05-06 | 2005-09-27 | — |