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RIA / WealthAdvisor12 years in industry

Susan L. Larson

Advisor at PETERSEN HASTINGS WEALTH ADVISORS, INC.

KENNEWICK, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PETERSEN HASTINGS WEALTH ADVISORS, INC.
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: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 20, 2018
First registration: Aug 29, 2018
Dual registered: no
Other names: SUSAN L OLDER|SUSAN L. VANOMMEN|Susan Larson|Susan L Larson|Susan Lim Larson|Susan L. Larson
IAPD individual key: 6267347

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PETERSEN HASTINGS WEALTH ADVISORS, INC.	Independent wealth	Oct 15, 2024	n/a	yes	KENNEWICK, WA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 18, 2020	Jun 13, 2023	no	NEW YORK, NY\|KENNEWICK, WA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 6, 2019	Aug 27, 2020	no	KENNEWICK, WA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Aug 29, 2018	Jan 9, 2019	no	KENNEWICK, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PETERSEN HASTINGS WEALTH ADVISORS, INC.	Jun 13, 2023	Oct 15, 2024	490	Firm change after gap	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 27, 2020	Sep 18, 2020	22	Firm change	Wirehouse to wirehouse
CUSO FINANCIAL SERVICES, L.P.	J.P. MORGAN SECURITIES LLC	Jan 9, 2019	Dec 6, 2019	331	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ PETERSEN HASTINGS WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Oct 15, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 18, 2020 to Jun 13, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 6, 2019 to Aug 27, 2020factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Aug 29, 2018 to Jan 9, 2019factForm ADV

Dated events

Occurred
Jun 13, 2023
Advisor changed firm
Susan L. Larson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Petersen Hastings Wealth Advisors, Inc. (registered 2024-10-15)
Form ADVobserved 6 days ago