DFX Intelligence

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.

Registered advisor

Susan Fuhrman-Holin

Independent Financial PartnersBD affiliatedFort Washington, Pa IA-onlyIAPD 732924

Certified Financial Planner

Feed of 09/15/2026

Also filed as Susan Lee Fuhrman

At current firm

1 y

since May 16, 2025

In the industry

45 y

since Jul 7, 1981 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Independent Financial Partners BD affiliated current
since May 16, 2025 · Fort Washington, Pa
Western International Securities former
Feb 29, 2008 to Oct 20, 2008 · Pasadena, Ca
Nrp Financial, Inc. unclassified
Mar 26, 2004 to Feb 17, 2005 · Ft. Washington, Pa
Fuhrman Management Associates, Inc. former
Oct 24, 2002 to Mar 28, 2025 · Ft. Washington, Pa
Nathan & Lewis Securities, Inc. unclassified
Jul 1, 1999 to Jul 23, 2003 · Ft. Washington, Pa

Moves

a registration end followed by a registration begin elsewhere

Fuhrman Management Associates, Inc. to Nrp Financial, Inc.
left Mar 28, 2025, registered Mar 26, 2004 (-7672 days) · Other
Western International Securities to Independent Financial Partners
left Oct 20, 2008, registered May 16, 2025 (6052 days) · Other
Nrp Financial, Inc. to Western International Securities
left Feb 17, 2005, registered Feb 29, 2008 (1107 days) · Other
Nathan & Lewis Securities, Inc. to Fuhrman Management Associates, Inc.
left Jul 23, 2003, registered Oct 24, 2002 (-272 days) · Other

Signals

Susan Fuhrman-Holin left Fuhrman Management Associates, Inc. for Nrp Financial, Inc. (registered 2004-03-26)
Mar 28, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 45derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address