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Susan Lyn Burke

Iqvestment, LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Iqvestment, Llc

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-16
  • NC RA
    APPROVED
    Since 2025-07-16

Branch Locations

Charlotte, NC • United States

Charlotte, NC • 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
OrganizationCityStateFromTo
Lpl Financial Charlotte NC 08/2007 06/2024
Iqvestment, Llc Charlotte NC 07/2025 Present
Fusioniq Woburn MA 10/2024 07/2025
Unemployed Charlotte NC 07/2024 10/2024
  • 08/2007 → 06/2024
    Lpl Financial
    Charlotte, NC
  • 07/2025 → Present
    Charlotte, NC
  • 10/2024 → 07/2025
    Fusioniq
    Woburn, MA
  • 07/2024 → 10/2024
    Unemployed
    Charlotte, NC
Other Businesses

FusionIQ LLC. FinTech firm that provides back and middle office services to Financial companies including RIAs, Broker-Dealers, Banks, etc. This is investment related. 11823 Nester Place, Charlotte, NC, USA, 28273. No official position with Fusion IQ, but may provide support services from time to time. Start date 10/2024. Approximately 4 hours per day, all during securities trading hours. Assisting with client servicing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
S63 Uniform Securities Agent State Law Examination 2007-04-27
  • S66 Uniform Combined State Law Examination
    2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2007-04-27
Other Names
  • Susan L Burke

View on SEC IAPD

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