Susan Marie Iverson

Current Employers

Employment History

• 05/2015 → 11/2016
  First Allied Securities, Inc.
  San Diego, CA
• 05/2015 → 12/2016
  Robertson Wealth Management, Llc.
  Houston, TX
• 06/2015 → 11/2016
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 12/2016 → Present
  Synergy Business Resources
  Houston, TX
• 02/2019 → 12/2021
  Financial Gravity Wealth, Inc.
  Allen, TX
• 01/2026 → Present
  Advisor Share Wealth Management
  Vancouver, WA

Previous Registrations

• 2019-02-15 → 2019-07-30
  Financial Gravity Asset Management, Inc.
  Houston, TX
• 2015-06-08 → 2017-02-07
  Robertson Investment Management
  Houston, TX
• 2015-06-10 → 2016-11-30
  First Allied Advisory Services, Inc.
  Houston, TX
• 2014-07-15 → 2015-07-21
  Woman & Wealth - Dallas
  Dallas, TX
• 2013-03-05 → 2014-05-27
  First Allied Advisory Services, Inc.
  Dallas, TX
• 2012-05-23 → 2013-03-11
  Eagle Strategies Llc
  Dallas, TX
• 2004-02-24 → 2012-03-29
  Mml Investors Services, Llc
  Argyle, TX
  Southlake, TX
  Flower Mound, TX
• 2002-12-16 → 2003-03-12
  Banc One Securities Corporation
  Ft Worth, TX
• 2001-03-06 → 2002-08-09
  Lpl Financial Llc
  De Soto, TX

Other Businesses

1.Donaldson Irrevocable Life Insurance Trust as a Trustee Investment Related, start date of 2/2013 Dedicates 4 hours per month in a fiduciary position. 2.Life, LTC, Disability, and Health Insurance as a Sole Proprietor Investment Related, start date of 05/2018 Dedicates 20 hours per month focusing on Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-13
• S63 Uniform Securities Agent State Law Examination
  1990-11-06

Designations

Other Names

• Sue Donaldson
• Susan Marie Iverson
• Susan Marie Donaldson