This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

&PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 23, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jul 23, 1986

First registration

Dec 31, 2001

Dual registered

yes, broker-dealer

Other names

SUSAN ROBEY ORR|SUSAN R ORR|SUSAN ROBEY ORR|SUSAN BERGER|SUSAN ORR BERGER

IAPD individual key

1357802

• Occurred

  Mar 18, 2025
  Advisor changed firm

  Susan Brown left Wells Fargo Advisors for &Partners (registered 2025-03-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:577c924f-1a6e-54ed-3ad3-95e0d7f5354b

First observed

Dec 31, 2001

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.