Susan O'NEal Thompson

Current Employers

Employment History

• 05/1991 → Present
  Christopher Smith Leonard Bristow Stannel Wells Pa
  Bradenton, FL
• 07/2019 → Present
  Hk Financial Services, Inc.
  Dubuque, IA
• 10/1999 → 06/2019
  Peninsula Asset Management Inc.
  Bradenton, FL

Previous Registrations

• 2000-04-13 → 2024-11-22
  Peninsula Asset Management Inc
  Bradenton, FL

Other Businesses

(1) I am a Principal and CPA with Christopher, Smith, Leonard, Bristow & Stanell, P.A., a regional CPA firm. I am located at 101 E. Kennedy Boulevard, Suite 1460, Tampa, FL 33602. I have been with the CPA firm since 05/1991. I work approximately 160 hours a month. I provide services that are typical of public accounting firms, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related.(2) I am a Director/Trustee a non-profit Private Foundation "The Saunders Foundation". I started this role November 2021 and the address is PO Box 10477 Tampa, FL 33679-0477. I am involved in monthly meeting attendance, review grant applications from not-for profits. The time spent on this role is approximately 1-5 hours during non-business hours and 1-5 during business hours. (3) I serve as Trustee of Trust due to a CPA relationship. I became Trustee December 2021. The trust is held in Tampa, Florida and I devote approximately 1-5 hours during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14

Other Names

• Susan Thomas O'NEal
• Susan Oneal Thompson