Susan Murray Dixson

Current Employers

Employment History

• 07/2013 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mt. Pleasant, SC
• 08/2013 → 09/2021
  Bank Of America, N.A.
  Mount Pleasant, SC
• 09/2021 → 06/2026
  Lpl Financial Llc
  Mount Pleasant, SC
• 09/2021 → 12/2024
  Maryland Financial Group, Inc. Dba Coastal Wealth Management
  Rockville, MD
• 12/2024 → Present
  Headland Capital, Llc (9Q5B)
  Mt. Pleasant, SC

Previous Registrations

• 2021-09-24 → 2024-12-18
  Maryland Financial Group, Inc.
  Rockville, MD
  Mt. Pleasant, SC
• 2013-08-08 → 2021-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
  Mount Pleasant, SC
  Mount Pleasant, SC
• 2001-12-31 → 2004-07-06
  Ubs Financial Services Inc.
  Charlotte, NC

Other Businesses

(1.) 09/20/2021 - Coastal Wealth Management - DBA for Headland Capital - Investment Related - At Reported Business Location(s). (2.) 12/03/2024 - 13 Dunecrest - Family Business - Investment Related - Isle of Palms, SC - Start Date 07/25/2024 - 2 hours per month/ 0 hours during trading. (3.) Hospice Interim Healthcare; Not Investment Related; 3820 Faber Place Drive, Ste 200 North Charleston SC 29405; Non-Profit; Volunteer; Start Date: 10/29/2025; 15 hours devoted monthly; 0 hours devoted during trading hours; Sitting with hospice patients for respite care (4.) Estate of Frances Pauline Wysocki Murray; Not Investment Related; 646 E Hobcaw Drive, Mount Pleasant SC 29464; Estate; Executrix; Start Date: 10/10/2023; 2 hours devoted monthly; 0 hours devoted during trading hours; Handling Probate for the estate of my mother - Short term.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-29
• S63 Uniform Securities Agent State Law Examination
  1995-09-20

Designations

Other Names

• Susan Leigh Murray