Inactive

Susan Jones

Highland Beach, FL

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Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-09

FL RA
APPROVED

Since 2025-10-09

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Highland Beach, FL • 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
Plancorp, Llc	St. Louis	MO	08/2021	09/2025
Bkd, Llp	St. Louis	MO	01/2013	07/2021
Savvy	Highland Beach	FL	09/2025	Present

08/2021 → 09/2025

Plancorp, Llc

St. Louis, MO
01/2013 → 07/2021

Bkd, Llp

St. Louis, MO
09/2025 → Present

Savvy

Highland Beach, FL

Previous Registrations

2021-10-14 → 2025-10-10

Plancorp, Llc

Highland Beach, FL

Saint Louis, MO

Designations

Other Names

Susan Ann Wofford
Susan Ann Helmsing

View on SEC IAPD

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