SUSAN LYNN WOLFE is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2026-01-05 | present | Yes |
| NORTHCOAST ASSET MANAGEMENT LLC | 2024-07-25 | 2026-03-20 | — |
| NORTHCOAST ASSET MANAGEMENT LLC | 2024-07-25 | 2024-12-31 | — |
| SANCTUARY ADVISORS, LLC | 2022-03-01 | 2024-01-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-11-19 | 2022-03-02 | — |