Susan Patricia Hubbell Sanchez

Current Employers

Employment History

• 12/2012 → 05/2019
  Adp Inc.
  Dallas, TX
• 03/2014 → 05/2019
  Adp Broker-Dealer, Inc.
  Dallas, TX
• 05/2019 → 12/2021
  Lockton Companies Llc
  Dallas, TX
• 05/2019 → 12/2021
  Lockton Financial Advisors, Llc
  Dallas, TX
• 05/2019 → 12/2021
  Lockton Investment Advisors, Llc
  Dallas, TX
• 12/2021 → 12/2023
  Creative Planning, Llc
  Overland Park, KS
• 12/2023 → 12/2024
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 03/2024 → Present
  Assuredpartners Investment Advisors
  Tampa, FL

Previous Registrations

• 2023-12-22 → 2024-12-17
  World Investment Advisors, Llc
  Houston, TX
• 2021-12-19 → 2023-12-04
  Creative Planning
  Dallas, TX
  Overland Park, KS
  Dallas, TX
  Dallas, TX
  Houston, TX
• 2020-10-29 → 2021-12-31
  Lockton Investment Advisors, Llc
  Overland Park, KS
  Dallas, TX

Other Businesses

1. ASSUREDPARTNERS; INVESTMENT RELATED; 840 GESSNER STE 700 HOUSTON, TX 77024; BENEFITS INSURANCE; ADVISOR; 12/17/2023; 10 HOURS PER MONTH; 10 HOURS DURING TRADING HOURS; IN THE COURSE OF ADVISORY BUSINESS TO 401(K) PLANS MAY REFER 401(K) CLIENTS FOR TO BENEFITS DEPARTMENT FOR CONSULTING. 2. Insurance agent for property and casualty insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-29
• S63 Uniform Securities Agent State Law Examination
  2014-05-27

Other Names

• Susan P Hubbell
• Susan Patricia Hubbell
• Susan Patricia Sanchez