Susan M Davies

Current Employers

Employment History

• 02/2014 → 10/2023
  Us Wealth Management
  Avon, CT
• 12/2020 → 11/2023
  Us Wealth Management
  Avon, CT
• 11/2023 → Present
  Lpl Financial, Llc
  Avon, CT

Previous Registrations

• 2023-11-29 → 2025-12-16
  Paradigm Wealth Advisory Llc
  Avon, CT

Other Businesses

1) 08/13/2024 - Notary - Inv Rel - State of CT - Start: 11/2012 - 1 Hr/Mth 2) 09/24/2024 - Paradigm Wealth Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported business Location(s) - Start Date 08/09/2024 - 160 Hours Per Month/ 7 Hours During Trading - I provide investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 12/11/2025 - Coastal Point Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/11/2025 - 160 hours per month/ during trading 4) 06/08/2026 - Paradigm Tax, LLC - Other - Tax Planner - Tax Projections - Investment Related - At Reported Business Location(s) - Start Date 02/16/2026 - 10 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26

Designations

Other Names

• Susan Mcneely Davies