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Susanne Theresa Zito

LPl Financial LLC

Sacramento, CA

Sacramento, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-10-02
  • CA RA
    APPROVED
    Since 2015-10-02

Branch Locations

815 University Avenue, Sacramento, CA 95825 • United States

Sacramento, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Sacramento CA 10/2015 Present
Previous Registrations
  • 2012-10-01 → 2015-10-07
    J.P. Morgan Securities Llc
    Carmichael, CA
    Sacramento, CA
    Sacramento, CA
    Sacramento, CA
  • 2009-05-02 → 2012-10-01
    Chase Investment Services Corp.
    Carmichael, CA
    Carmichael, CA
    Carmichael, CA
    Sacramento, CA
    Sacramento, CA
    Citrus Heights, CA
    El Dorado Hills, CA
    El Dorado Hills, CA
    Folsom, CA
    Cameron Park, CA
    Sacramento, CA
    Sacramento, CA
    Sacramento, CA
    Citrus Heights, CA
    Folsom, CA
    Gold River, CA
    Placerville, CA
    Sacramento, CA
  • 2008-07-09 → 2009-05-02
    Wamu Investments, Inc.
    Sacramento, CA
    Sacramento, CA
    Sacramento, CA
    Carmichael, CA
    Sacramento, CA
  • 2007-09-19 → 2008-07-17
    Lpl Financial Llc
    Sacramento, CA
    Fort Mill, SC
    Sacramento, CA
    Orangevale, CA
    Placerville, CA
    Elk Grove, CA
    Elk Grove, CA
    Folsom, CA
  • 2005-10-14 → 2007-09-13
    Secu Brokerage Services
    Folsom, CA
    Elk Grove, CA
    Sacramento, CA
    Placerville, CA
    Elk Grove, CA
    Orangevale, CA
    Sacramento, CA
    Elk Grove, CA
    Folsom, CA
  • 2001-05-15 → 2005-09-07
    Wells Fargo Investments, Llc
    Sacramento, CA
Other Businesses

1. 10/01/2015 - Zito Wealth Management/ DBA for LPL Business (entity for LPL business)/ 100%/ SACRAMENTO, CA 2. 10/01/2015 - Rental property/ Real Estate Rental/ 3%/ SACRAMENTO, CA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-09
S63 Uniform Securities Agent State Law Examination 1988-05-25
  • S65 Uniform Investment Adviser Law Examination
    1998-03-09
  • S63 Uniform Securities Agent State Law Examination
    1988-05-25
Other Names
  • Susanne Theresa Haugen

View on SEC IAPD

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