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Susan Lynn Miller

Slaten Wealth Management

Anaheim, CA

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Current Employers
Slaten Wealth Management

501 N. Brookhurst St. Suite 318, Anaheim, CA 92801 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

501 N. Brookhurst St. Suite 318, Anaheim, CA 92801 • 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
Crown Capital Securities, Lp Orange CA 08/2009 10/2017
Slaten Financial Anaheim CA 06/2008 02/2022
Slaten Wealth Management Anaheim CA 06/2008 02/2022
Slaten Financial Anaheim CA 03/2022 Present
  • 08/2009 → 10/2017
    Crown Capital Securities, Lp
    Orange, CA
  • 06/2008 → 02/2022
    Slaten Financial
    Anaheim, CA
  • 06/2008 → 02/2022
    Anaheim, CA
  • 03/2022 → Present
    Slaten Financial
    Anaheim, CA
Previous Registrations
  • 2017-09-22 → 2022-09-25
    Slaten Wealth Management
    Anaheim, CA
  • 2009-11-03 → 2017-10-16
    Crown Capital Securities, L.P.
    Anaheim, CA
Other Businesses

1) START DATE 10/2016, I DEVOTE 6 HRS/MO AS PRESIDENT OF BALLYHOO ICE THEATRE INC. THIS IS A NON-INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE: ORGANIZE, MENTOR & ASSIST WITH ALL ASPECTS OF AMATEUR COMPETITIVE FIGURE SKATING. BUSINESS LOCATED: BALLYHOO THEATER, ANAHEIM, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-02
  • S66 Uniform Combined State Law Examination
    2009-11-02
Other Names
  • Susan Lynn Wattelet
  • Susan L Miller

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