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Susannah Marie Thomas

Allworth Financial, L.P.

Folsom, CA

Denton, TX

CRD 7245194

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Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

515 S Carroll Blvd, Denton, TX 76201 • 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
Grunden Financial Advisory, Inc. Denton TX 12/2013 08/2021
Grunden Financial Advisory, Inc. Denton TX 09/2021 01/2026
Allworth Financial Denton TX 01/2026 Present
  • 12/2013 → 08/2021
    Grunden Financial Advisory, Inc.
    Denton, TX
  • 09/2021 → 01/2026
    Grunden Financial Advisory, Inc.
    Denton, TX
  • 01/2026 → Present
    Allworth Financial
    Denton, TX
Previous Registrations
  • 2021-12-03 → 2026-01-28
    Grunden Financial Advisory, Inc.
    Denton, TX
Designations
  • Certified Financial Planner
Other Names
  • Susannah Marie Grunden

View on SEC IAPD

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