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Susan W Wedelich

Westwood Wealth Management

Houston, TX

Dallas, TX

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Current Employers
Westwood Wealth Management

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-29
  • TX RA
    APPROVED
    Since 2024-01-29

Branch Locations

10000 Memorial Drive, Suite 650, Houston, TX 77024 • United States

200 Crescent Court Suite 1200, Dallas, TX 75201 • 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
Bank One Houston TX 07/2002 05/2017
Banc One Securities Corporation Houston TX 07/2002 05/2017
Westwood Trust Houston TX 05/2017 Present
Westwood Advisors, Llc Houston TX 02/2018 Present
Jp Morgan Chase Bank, N.A. Houston TX 07/2002 05/2017
  • 07/2002 → 05/2017
    Bank One
    Houston, TX
  • 07/2002 → 05/2017
    Banc One Securities Corporation
    Houston, TX
  • 05/2017 → Present
    Westwood Trust
    Houston, TX
  • 02/2018 → Present
    Westwood Advisors, Llc
    Houston, TX
  • 07/2002 → 05/2017
    Jp Morgan Chase Bank, N.A.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-29
S63 Uniform Securities Agent State Law Examination 2003-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-01-29
  • S63 Uniform Securities Agent State Law Examination
    2003-03-28
Other Names
  • Susan W Mccarthy

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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