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Susan Leann Niedwick

Cutler Investment Group

Jacksonville, OR

Irvine, CA

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Current Employers
Cutler Investment Group

525 Bigham Knoll, Jacksonville, OR 97530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-10-02
  • CA RA
    APPROVED
    Since 2020-10-02

Branch Locations

525 Bigham Knoll, Jacksonville, OR 97530 • United States

Irvine, CA • 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
Check Capital Management Inc Costa Mesa CA 02/2015 08/2020
Cutler Investment Counsel, Llc Irvine CA 09/2020 Present
Previous Registrations
  • 2015-03-02 → 2020-08-19
    Check Capital Management Inc
    Costa Mesa, CA
  • 2012-05-03 → 2015-02-05
    Apriem Advisors
    Irvine, CA
  • 2012-04-09 → 2012-05-03
    Palo Capital, Inc.
    Newport Beach, CA
  • 2011-03-14 → 2011-12-31
    Palo Capital, Inc.
    Newport Beach, CA
  • 2007-08-21 → 2008-10-17
    Wealth Management Network Llc
    Newport Beach, CA
  • 2004-09-03 → 2006-05-03
    First American Trust
    Santa Ana, CA
  • 2000-06-16 → 2004-08-23
    Charles Schwab & Co., Inc.
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-02
S63 Uniform Securities Agent State Law Examination 1997-08-20
  • S66 Uniform Combined State Law Examination
    2000-05-02
  • S63 Uniform Securities Agent State Law Examination
    1997-08-20
Designations
Other Names
  • Susan Leann Taylor

View on SEC IAPD

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