Susanna Langley Robinson

Current Employers

Employment History

• 09/2000 → 03/2024
  Raymond James Financial Services, Inc.
  Raleigh, NC
• 01/2009 → 03/2024
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 10/2014 → Present
  Resource Management Associates Of Raleigh Ii
  Raleigh, NC
• 04/2024 → Present
  Peak Planning Group, Llc
  Centennial, CO

Previous Registrations

• 2009-01-02 → 2024-04-01
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 2001-12-31 → 2009-01-02
  Raymond James Financial Services, Inc.
  Raleigh, NC
  Raleigh, NC

Other Businesses

(1) Name of Business: Resource Management Associates II Address: 404 Widdington Lane, Cary, NC, 27518, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1, during business hours Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2) Name of Business: Resource Management Associates II Address: 404 Widdington Lane, NC, 27519, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/30/2014 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: support company owner (3) Name of Business: Theosophical Investment Trust Address: 1026 North Main Street, Wheaton, IL 60187, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 05/03/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: meet with fellow trustees semi-annually to discuss the performance of the Trust which exists to provide financial support to the Theosophical Society of America and provide guidance for ongoing investments. Northern Trust Co has full investment discretion within guidelines provided by Trustees (4) Name of Business: West Millbrook Investments LLC Address: 404 Widdington Lane, Cary, NC, 27519, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/31/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Eugene M. Langley Jr. Family Trust; Investment related; 404 Widdington Lane, Cary NC 27519; Irrevocable Trust established by my father and funded at his death; position - Trustee and beneficiary; started 1/2016, 1 hour/month devoted to business; 1 hour devoted during securities trading hours; management of trust assets including investments, distributions to beneficiaries reporting and tax returns (6) AVM and EMLangley Family Legacy Trust dtd 11/2/21, investment related, 404 Widdington Lane, Cary, NC 27519; Irrevocable trust established by my mother; trustee and beneficiary; started 11/2021 approx 2 hours/month devoted; approx 2 hours during securities trading hours, management of trust assets including investments, distributions to beneficiaries reporting and tax returns

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-13
• S63 Uniform Securities Agent State Law Examination
  2000-11-30

Other Names

• Susanna Fay Langley
• Susanna Langley Robinson
• Susanna Langley Meadows