Susan Ann Estep

Current Employers

Employment History

• 01/2010 → 01/2019
  Wells Fargo Advisors Financial
  Missoula, MT
• 01/2019 → Present
  Raymond James Financial Services, Inc.
  Missoula, MT
• 01/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Missoula, MT
• 02/2011 → Present
  Estep, Geeting And Weber Capital Management
  Missoula, MT
• 01/2010 → Present
  Willow Creek Capital Management
  Missoula, MT

Previous Registrations

• 2019-01-04 → 2026-04-02
  Raymond James Financial Services Advisors, Inc
  Missoula, MT
• 2010-01-29 → 2019-01-16
  Wells Fargo Advisors Financial Network, Llc
  Missoula, MT
• 2005-09-06 → 2010-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Missoula, MT
  Missoula, MT
• 1998-05-06 → 2005-09-27
  Citigroup Global Markets Inc.
  Missoula, MT

Other Businesses

(1)Name of Business: 432 W Spruce Address: 432 W Spruce St Ste 102, Missoula, MT, 59802-4140, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/04/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Estep, Geeting and Weber Capital Management Address: 432 W. Spruce Street Suite 102, Missoula, MT, 59802, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/02/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is our practice name that we use but we clear through RJFS (3)Name of Business: Stephen and Kunigunda LLC Address: 319 South Fitth Street West, Missoula, MT, 59801, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/02/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Willow Creek Capital Management Address: 432 W Spruce St Ste 102, Missoula, MT, 59802-4140, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/04/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mange Strategic and Tactical Operations

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-12
• S63 Uniform Securities Agent State Law Examination
  1987-06-26

Other Names

• Suzie Estep
• Susan Ann Hunt
• Susan Ann Weber