Inactive

Suanne Marie Ramar

Foster City, CA

Claim This Profile

Current Employers

Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-08
TX	RA	APPROVED	2021-09-24

CA RA
APPROVED

Since 2024-11-08
TX RA
APPROVED

Since 2021-09-24

Branch Locations

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • 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
Bailard, Inc	Foster City	CA	08/2016	Present

08/2016 → Present

Bailard, Inc

Foster City, CA

Previous Registrations

2003-01-09 → 2016-12-31

Nelson Capital Management

Palo Alto, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-04-12

S65 Uniform Investment Adviser Law Examination

1995-04-12

Designations

Other Names

Suanne Marie Poznanski
Suanne Marie Townley

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

SEMPERVIRENS VENTURES LLC

Other Investors

Ronald Timothy Clement

Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA

U.S. BANCORP ADVISORS, LLC · Foster City, CA

J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA

SUMMITRY, LLC · FOSTER CITY, CA

J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA

WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA

CELESTA · SAN MATEO, CA

More in Foster City, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor