Susan Ann Dick

Current Employers

Employment History

• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Houston, TX
• 01/2009 → Present
  Raymond James Financial Services Inc.
  Houston, TX
• 02/2016 → 02/2020
  Conklin Gilpin And Wertz, Pllc
  Bartlesville, OK
• 12/2013 → 12/2020
  Fisd Inc
  Bartlesville, OK

Previous Registrations

• 1998-01-14 → 2007-08-17
  First Investment Corporation
  Bartlesville, OK

Other Businesses

(1)Name of Business: Fourstone Wealth Management Address: 330 S Johnstone Ave, Bartlesville, OK, 74003-6616, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Other Investment Related: No Start Date: 04/17/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: branch manager and Financial Advisor (2)Name of Business: Fourth and Johnstone Property llc Address: 330 S Johnstone Ave, Bartlesville, OK, 74003, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: assist the owner with management and check signing (3)Name of Business: Osage Management Co Address: 302 S Osage, Bartlesville, OK, 74003, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 12/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: vote on any capital expenditures and distributions. review yearend tax return and financials (4)Name of Business: Susan Dick and Associates cpa pc Address: 330 S Johnstone Ave, Bartlesville, OK, 74003, United States Activity Type: Accounting/CPA Position/Title: Officer - CEO Investment Related: No Start Date: 08/17/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax planning Business (5)Name of Business: susan Dick Financial Services LLC now Fourstone Wealth Management effective 4/17/2023 Address: 330 S Johnstone Ave, Bartlesville, OK, 74003, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/27/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Unum Long term care agent

Exams

• S66 Uniform Combined State Law Examination
  1997-11-24

Other Names

• Susan Ann Hulsey
• Susan Ann Henry