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Susan Brown

&Partners

Charlotte, NC

Clayton, MO

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-13
TX RA APPROVED 2025-03-13
  • NC RA
    APPROVED
    Since 2025-03-13
  • TX RA
    APPROVED
    Since 2025-03-13

Branch Locations

2820 Selwyn Ave. Suite 360, Charlotte, NC 28209 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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
Wells Fargo Advisors Llc Charlotte NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Charlotte NC 11/2016 03/2025
&Partners Nashville DC 03/2025 Present
Previous Registrations
  • 2003-07-01 → 2025-03-18
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
  • 2001-12-31 → 2003-07-01
    Prudential Equity Group, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-23
S63 Uniform Securities Agent State Law Examination 1986-07-23
  • S65 Uniform Investment Adviser Law Examination
    1994-12-23
  • S63 Uniform Securities Agent State Law Examination
    1986-07-23
Other Names
  • Susan Robey Orr
  • Susan R Orr
  • Susan Robey Orr
  • Susan Berger
  • Susan Orr Berger

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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