Susan Elizabeth Olt

Current Employers

Margo Park Financial

501 W Broadway Suite 800, San Diego, CA 92101 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2026-07-15

CA RA
APPROVED_RES

Since 2026-07-15

Branch Locations

Clearwater, FL • United States

501 W Broadway Suite 800, San Diego, CA 92101 • 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
Wfg	Newport Beach	CA	03/2006	Present
Transamerica Financial Advisors	Newport Beach	CA	01/2012	04/2024
The Flourish And Prosper Company, Inc.	Clearwater	FL	06/2019	Present
Margo Park Financial	San Diego	CA	06/2026	Present

03/2006 → Present

Wfg

Newport Beach, CA
01/2012 → 04/2024

Transamerica Financial Advisors

Newport Beach, CA
06/2019 → Present

The Flourish And Prosper Company, Inc.

Clearwater, FL
06/2026 → Present

Margo Park Financial

San Diego, CA

Previous Registrations

2018-02-12 → 2024-04-10

Transamerica Financial Advisors, Llc

Irvine, CA

Irvine, CA

Other Businesses

The Flourish and Prosper Company, Inc. 2003 Freedom Dr. Clearwater, FL 33755 Since June 2019 I am an independent insurance agent and service my clients about 80 hours/month, during trading hours. Rental Property Owner 2003 Freedom Dr. Clearwater, FL 33755 Since June 2021 I own and manage my real estate about 1 hour/month, off trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-27
S63	Uniform Securities Agent State Law Examination	2010-07-06

S65 Uniform Investment Adviser Law Examination

2017-12-27
S63 Uniform Securities Agent State Law Examination

2010-07-06

Other Names

Johnson
Susan Elizabeth Johnson

View on SEC IAPD