Susan M Wright

Current Employers

Match Grade Advisors

400 Pettigru St, Greenville, SC 29601 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-01-04

FL RA
APPROVED

Since 2021-01-04

Branch Locations

209 7Th Street, Port Saint Joe, FL 32456 • 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

Organization	City	State	From	To
Retirement Funding Advisors, Llc	Port Saint Joe	FL	05/2014	12/2018
Tag, Wolters Kluwer Law And Business	Marietta	GA	05/2014	08/2020
Coastal Retirement Consultants	Port Saint Joe	FL	09/2013	Present
Match Grade Advisors, Llc	Greenville	SC	12/2020	Present

05/2014 → 12/2018

Retirement Funding Advisors, Llc

Port Saint Joe, FL
05/2014 → 08/2020

Tag, Wolters Kluwer Law And Business

Marietta, GA
09/2013 → Present

Coastal Retirement Consultants

Port Saint Joe, FL
12/2020 → Present

Match Grade Advisors, Llc

Greenville, SC

Previous Registrations

2014-10-08 → 2018-12-31

Retirement Funding Advisors, Llc

Port Saint Joe, FL

Port Saint Joe, FL

Port St. Joe, FL

Greenville, SC
2013-03-01 → 2013-09-19

Newport Group Consulting, Llc

Lake Mary, FL

Other Businesses

Coastal Retirement Consultants, LLC is a third party administration and consulting firm. This is around 140 hours per month, sometimes during trading hours. Susan is the President of this firm.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-03-15

S65 Uniform Investment Adviser Law Examination

2013-03-15

Other Names

Susan Lynn Miner
Susan Lynn Stephens

View on SEC IAPD