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Inactive

Susan Leonard Wittliff

Pathstone

Austin, TX

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-20
  • TX RA
    APPROVED
    Since 2020-10-20

Branch Locations

500 W 5Th Street Suite 1105, Austin, TX 78701 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Price Wealth Management, Inc. Austin TX 10/2012 01/2018
Price Wealth Management, Inc. Austin TX 01/2018 12/2018
Price Wealth, Llc Austin TX 12/2018 09/2020
Pathstone Austin TX 10/2020 Present
  • 10/2012 → 01/2018
    Price Wealth Management, Inc.
    Austin, TX
  • 01/2018 → 12/2018
    Price Wealth Management, Inc.
    Austin, TX
  • 12/2018 → 09/2020
    Price Wealth, Llc
    Austin, TX
  • 10/2020 → Present
    Pathstone
    Austin, TX
Previous Registrations
  • 2018-03-02 → 2020-09-30
    Price Wealth, Llc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-02
  • S65 Uniform Investment Adviser Law Examination
    2018-03-02
Other Names
  • Susan Leigh Leonard

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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