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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| CA | RA | APPROVED | 2026-06-25 |
| NV | RA | APPROVED | 2026-06-25 |
| PA | RA | APPROVED | 2026-06-25 |
| WA | RA | APPROVED | 2026-06-25 |
| OR | RA | APPROVED | 2026-02-11 |
| MO | RA | APPROVED | 2023-04-10 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ctc Consulting, Llc | Portland | OR | 03/2010 | 07/2018 |
| Highet Advisory Llc | Portland | OR | 08/2018 | 09/2020 |
| The Stanich Group Llc | Montauk | NY | 09/2020 | 03/2023 |
| Core Planning | St Louis | MO | 03/2023 | Present |
| Unemployed | Portland | OR | 10/2022 | 03/2023 |
Suzanne is the Sole Proprietor of Highet Advisory LLC located at 8283 SW Barbur Blvd., Portland, OR 97219. Suzanne engages in business consulting and has been since April 2023. She devotes a maximum of 35 hours a month to this business and 20 of those hours maximum during securities trading hours. Her duties include, supports to registered investment advisors regarding their investment program; leveraging experience, education, and helping to refine investment philosophy, model portfolios, and execution of investment program software.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-29 |
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