Dolly Suarez

Current Employers

Employment History

• 11/2021 → 08/2024
  Handford Financial Strategies
  Warrenton, VA
• 07/2017 → 04/2022
  Updegrove, Mcdaniel, Mcmullen & Chiccehitto, Plc
  Warrenton, VA
• 10/2015 → 06/2017
  The Fauquier Bank
  Warrenton, VA
• 11/2021 → 08/2024
  Commonwealth Financial Network
  Warrenton, VA
• 08/2024 → 09/2025
  Avantax Investment Services Inc.
  Lexington Park, MD
• 08/2024 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 08/2024 → 02/2026
  Heimlantz Financial Advisors, Llc
  Lexington Park, MD
• 09/2025 → 02/2026
  Cetera Wealth Services, Llc
  California, MD
• 09/2025 → 02/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → 02/2026
  Heimlantz Cpas & Advisors
  Lexington Park, MD
• 08/2026 → Present
  Lpl Enterprise Llc
  Lexington Park, MD
• 03/2026 → Present
  Dolly's Tax & Advisory Cpa, Llc
  Lexington Park, MD

Previous Registrations

• 2025-09-05 → 2026-02-24
  Cetera Investment Advisers Llc
  Lexington Park, MD
• 2024-08-28 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Lexington Park, MD
• 2023-11-27 → 2024-08-19
  Commonwealth Financial Network
  Warrenton, VA
  Lexington Park, MD

Other Businesses

1. 8/25/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Lexington Park MD - OBA Start date: 08/07/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 8/25/2026 - DOLLY SUAREZ N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Lexington Park MD - OBA Start date: 08/07/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 3. 8/25/2026 - Dolly's Tax & Advisory CPA, LLC - Tax Prep/Accounting/CPA - INV REL - Lexington Park MD - OBA Start date : 03/01/2026 - 12 Hour(s)/Month – 12 Hour(s) During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-06

Designations

Other Names

• Dolly Workman
• Deedee Suarez
• Dolly Desire Suarez
• Dolly Suarez
• Dolly D Workman