Inactive

Jaime Ann Bollinger

Susko Wealth Advisors

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Current Employers

Susko Wealth Advisors

4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-05-07
FL	RA	APPROVED	2024-05-03

PA RA
APPROVED

Since 2024-05-07
FL RA
APPROVED

Since 2024-05-03

Branch Locations

4850 Tamiami Trail North Suite 301, Naples, FL 34103 • 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
Susko Wealth Management, Llc	Naples	FL	01/2012	12/2021
Rfg Advisory, Llc Dba Four Seasons Wealth Management	Naples	FL	12/2021	03/2023
Private Client Services, Llc	Naples	FL	03/2022	12/2023
Rfg Advisory, Llc	Naples	FL	03/2023	04/2024
Susko Wealth Management, Llc D/B/A Susko Wealth Advisors	Naples	FL	04/2024	Present

01/2012 → 12/2021

Susko Wealth Management, Llc

Naples, FL
12/2021 → 03/2023

Rfg Advisory, Llc Dba Four Seasons Wealth Management

Naples, FL
03/2022 → 12/2023

Private Client Services, Llc

Naples, FL
03/2023 → 04/2024

Rfg Advisory, Llc

Naples, FL
04/2024 → Present

Susko Wealth Management, Llc D/B/A Susko Wealth Advisors

Naples, FL

Previous Registrations

2021-12-10 → 2024-05-02

Rfg Advisory, Llc

Naples, FL

Vestavia Hills, AL

Naples, FL

Bethlehem, PA
2012-01-05 → 2021-12-10

Susko Wealth Management, Llc

Allentown, PA

Naples, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-10-07

S63 Uniform Securities Agent State Law Examination

2022-10-07

Designations

Other Names

Jaime Ann Susko

View on SEC IAPD

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