Susan Sandra Cruz

Current Employers

Employment History

• 12/2015 → 09/2016
  Unemployed
  New Haven, CT
• 09/2016 → 02/2018
  Fifth Third Securities
  Cincinnati, OH
• 02/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA
• 03/2018 → Present
  Bank Of America, N.A.
  Pittsburgh1, PA

Previous Registrations

• 2016-10-13 → 2018-02-16
  Fifth Third Securities, Inc.
  Cincinnati, OH
• 1984-05-07 → 2016-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New Haven, CT
  Pensacola, FL
  Bridgeport, WV
  Marietta, OH
  Marietta, OH
  Pittsburgh, PA

Other Businesses

*) Susan Cruz Chinese Martial Arts - Cincinnati, OH - martial arts instruction - owner - 1 hr/mo (0 during trade hrs) - not investment related - will not interfere with duties at firm. This business has been inactive since 09/2016.*) Revolutionary Leadership Institute - Cincinnati, OH - leadership consulting - owner - 10 hrs/mo (0 during trade hrs) - not investment related - will not interfere with duties at firm I*134859For profit or not for profit: Non-Profit OrganizationName of outside business organization: Parkinson Foundation Western PAInvestment related: NAddress of business:Bellevue, Pennsylvania 15202Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 11/23/2020Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: PFWPA supports those who suffer from Parkinson's Disease. I will be a general board member with no specific committee duties at this time. I*124428For profit or not for profit: Non-Profit OrganizationName of outside business organization: The Catholic Charities Diocese of PittsburghInvestment related: NAddress of business:Pittsburgh, Pennsylvania 15222Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 8/30/2019Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: Board Member/Chair of Development Committee I*2723270, Entity Type: Entity Charitable, Name of OBA: Catholic Foundation for Greater Pittsburgh, Address: Pittsburgh, Pennsylvania, 15205, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 09/25/2025, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties: general board of directors member, No

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-14
• S63 Uniform Securities Agent State Law Examination
  1985-08-23

Other Names

• Susan S Valle
• Susan Sandra Valle
• Susan S Cruz
• Susan Cruz