Susanne Marie Naso

Current Employers

Employment History

• 04/2010 → 02/2019
  Td Ameritrade
  Omaha, NE
• 02/2019 → 02/2026
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 01/2021 → 02/2026
  Brinker Capital Securities, Llc
  Berwyn, PA
• 03/2026 → Present
  Gibbs Wealth Management
  Alpharetta, GA

Previous Registrations

• 2023-01-17 → 2026-03-02
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2020-02-12 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2010-05-12 → 2015-11-05
  Td Ameritrade, Inc.
  Omaha, NE
• 2010-05-12 → 2015-11-05
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Philadelphia, PA
  Omaha, NE
  Omaha, NE
• 2009-01-26 → 2010-04-12
  Td Wealth Management Services Inc.
  Philadelphia, PA

Other Businesses

Name of Outside Business: SMNJ, LLC; Investment Related:No; Address of Outside Business:Anna Maria Is, FL; Nature of Outside Business:Rental Property; Position:NA; Start Date:9/9/2016; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: No duties Name of Outside Business: ND-3, LP; Investment Related:No; Start Date:9/1/2023; Hours per month: 0-10; Hours per month during securities trading hours: 0; Description of Duties: No duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-10
• S66 Uniform Combined State Law Examination
  2001-07-02

Other Names

• Susanne Marie Naso Johnson