RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Suzanne Johnson Burrell
- Professional profile
- linkedin.com/in/suzanne-burrell-cfp%C2%AE-92623527reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Capital Square, LLC independent RIA currentsince Jan 10, 2017 · Chattanooga, Tn
- Bellwether Investment Group, LLC independent RIASep 17, 2015 to Jan 3, 2017 · Hixson, Tn
- Guardian Wealth Management, LLC independent RIAMar 6, 2013 to Aug 24, 2015 · Chattanooga, Tn
- Hhm Wealth Advisors, LLC independent RIAAug 25, 2010 to Apr 27, 2012 · Chattanooga, Tn
- Edward Jones national BDNov 19, 2007 to Apr 1, 2010 · Ooltewah, Tn
- Bellwether Investment Group, LLC to Capital Square, LLCleft Jan 3, 2017, registered Jan 10, 2017 (7 days) · Other · moved with a team
- Guardian Wealth Management, LLC to Bellwether Investment Group, LLCleft Aug 24, 2015, registered Sep 17, 2015 (24 days) · Other
- Hhm Wealth Advisors, LLC to Guardian Wealth Management, LLCleft Apr 27, 2012, registered Mar 6, 2013 (313 days) · Other
- Edward Jones to Hhm Wealth Advisors, LLCleft Apr 1, 2010, registered Aug 25, 2010 (146 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address