# SUSANNE MARIE NASO

SUSANNE MARIE NASO is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with GIBBS WEALTH MANAGEMENT, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GIBBS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/281621) | 2026-05-04 | present | Yes |
| [ORION PORTFOLIO SOLUTIONS, LLC](https://search.stillhousedata.com/firm/107975) | 2023-01-17 | 2026-03-02 | — |
| [ORION PORTFOLIO SOLUTIONS, LLC](https://search.stillhousedata.com/firm/125446) | 2020-02-12 | 2023-01-06 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2010-05-12 | 2015-11-05 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2010-05-12 | 2015-11-05 | — |
| [TD WEALTH MANAGEMENT SERVICES INC.](https://search.stillhousedata.com/firm/6940) | 2009-01-26 | 2010-04-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4243529)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4243529.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
