Susan Ann Bonanno

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-06-26

FL RA
APPROVED

Since 2025-06-26

Branch Locations

Okeechobee, FL • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Okeechobee, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment Planning	Palm Beach Gardens	FL	01/2013	06/2025
Lpl Financial Llc	Okeechobee	FL	06/2025	Present

01/2013 → 06/2025

Lincoln Investment Planning

Palm Beach Gardens, FL
06/2025 → Present

Lpl Financial Llc

Okeechobee, FL

Previous Registrations

2013-12-17 → 2025-06-27

Lincoln Investment

Wellington, FL

Fort Washington, PA

Okeechobee, FL

West Palm Beach, FL

Palm Beach Gardens, FL

Other Businesses

1. Start date: 02/01/2007 - Dreams Come True Farms LLC - Business Owner - Not Investment related - Okeechobee, FL 34974 - 45 Hrs/Mth - 1 Hrs During Trading - time Spent: 0 2. Start date: 12/01/2000 - Susan Bonanno Financial Services, INC - Non-Variable Insurance - Investment related - Okeechobee, FL 34974 - 5 Hrs/Mth - 1 Hrs During Trading - time Spent: 1 3. Start date: 12/01/2000 - Susan Bonanno Financial Services Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment related - Okeechobee, FL 34974 - 200 Hrs/Mth - 8 Hrs During Trading - time Spent: 80

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-12-13
S65	Uniform Investment Adviser Law Examination	2013-08-07

S63 Uniform Securities Agent State Law Examination

2013-12-13
S65 Uniform Investment Adviser Law Examination

2013-08-07

Other Names

Susan Ann Bonanno
Susan A Bonanno

View on SEC IAPD