Susan Adam

Current Employers

Sa Investment Advisory

Brandon, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-11
AZ	RA	APPROVED	2024-05-07

FL RA
APPROVED

Since 2025-07-11
AZ RA
APPROVED

Since 2024-05-07

Branch Locations

Brandon, FL • 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
Susan Adam	Scottsdale	AZ	05/2022	Present
One Medical	Scottsdale	AZ	08/2019	05/2022
Noah	Scottsdale	AZ	09/2014	09/2019
Sa Investment Advisory Llc	Scottsdale	AZ	10/2023	Present

05/2022 → Present

Susan Adam

Scottsdale, AZ
08/2019 → 05/2022

One Medical

Scottsdale, AZ
09/2014 → 09/2019

Noah

Scottsdale, AZ
10/2023 → Present

Sa Investment Advisory Llc

Scottsdale, AZ

Other Businesses

1) SUSAN ADAM; NON-INVESTMENT RELATED; 1111 OAKFIELD DR., STE 115E-1824, BRANDON, FL 33511; NURSE PRACTITIONER; 06/2022; APPROX. 20-40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NURSE PRACTITIONER FOR INTERNET BASED TELEHEALTH COMPANY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-07

S65 Uniform Investment Adviser Law Examination

2023-10-07

Other Names

Susan Cook

View on SEC IAPD