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Inactive

Susan A Zimmerman

Spirepoint Private Client, LLC

Vero Beach, FL

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Current Employers
Spirepoint Private Client, Llc

830 Azalea Lane, Vero Beach, FL 32963 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-13
  • FL RA
    APPROVED
    Since 2023-10-13

Branch Locations

830 Azalea Lane, Vero Beach, FL 32963 • 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
Morgan Stanley Palm Beach FL 09/2007 10/2023
Morgan Stanley Vero Beach FL 06/2009 10/2023
Spirepoint Private Client Vero Beach FL 10/2023 Present
  • 09/2007 → 10/2023
    Morgan Stanley
    Palm Beach, FL
  • 06/2009 → 10/2023
    Morgan Stanley
    Vero Beach, FL
  • 10/2023 → Present
    Spirepoint Private Client
    Vero Beach, FL
Previous Registrations
  • 2009-06-01 → 2023-10-09
    Morgan Stanley
    Palm Beach Gardens, FL
    Palm Beach, FL
    North Palm Beach, FL
    Boca Raton, FL
    W. Palm Beach, FL
    Palm Beach Gardens, FL
    Boca Raton, FL
    West Palm Beach, FL
    Palm Beach, FL
    Vero Beach, FL
  • 2008-03-10 → 2009-06-01
    Morgan Stanley & Co. Llc
    Palm Beach, FL
Other Businesses

1. INSURANCE AGENT; INVESTMENT-RELATED; VERO BEACH, FL; INSURANCE AGENT; 02/2002; TIME DEVOTED, INCLUDING DURING TRADING HOURS; DEPENDENT ON CLIENT NEEDS; SERVICING CLIENT ON INSURANCE POLICIES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-06
  • S66 Uniform Combined State Law Examination
    2008-03-06
Other Names
  • Susie Zimmerman

View on SEC IAPD

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MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON
JAMES CLAUDE BRITT
RICHARD GARRITY
CHRISTY JOAN NORTHFIELD
LINDSAY MARGARET YENCHO
Hanson H Peirce

Other Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
CORRY CAPITAL ADVISORS, LLC · VERO BEACH, FL
CHARLES SCHWAB & CO., INC. · Vero Beach, FL
MORANGIE MANAGEMENT LLC · VERO BEACH, FL
STRATEGIC ADVISERS LLC · VERO BEACH, FL
DOWLING CAPITAL PARTNERS · VERO BEACH, FL

More in Vero Beach, FL

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