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Suzanne L. Bond

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CRD#: 1265000
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Suzanne Linda Bond, who also goes by Suzanne Bond, was a registered financial professional .

Suzanne is a previously registered financial professional and started their career in finance in 1985. Suzanne had worked at 14 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 3, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Suzanne Bond

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 6, 2015 - August 15, 2023

INLAND SECURITIES CORPORATION

BD
CRD#: 15807
OAK BROOK, IL
Past

December 2, 2014 - March 11, 2015

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
LOS ANGELES, CA
Past

December 2, 2014 - March 11, 2015

WEDBUSH SECURITIES INC.

BD
CRD#: 877
LOS ANGELES, CA
Past

November 8, 2013 - December 2, 2014

MONTICELLO INVESTMENT SERVICES, INC.

RIA
CRD#: 140851
LOS ANGELES, CA
Past

June 6, 2013 - December 2, 2014

MIDAMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 47351
LOS ANGELES, CA
Past

December 21, 2011 - April 8, 2013

KBR CAPITAL MARKETS, LLC

BD
CRD#: 128800
REDWOOD CITY, CA
Past

July 20, 2009 - December 15, 2011

VFG ADVISORS, INC.

RIA
CRD#: 150370
SANTA MONICA, CA
Past

June 17, 2009 - December 15, 2011

VFG SECURITIES, INC.

BD
CRD#: 15121
PLANO, TX
Past

August 23, 2007 - March 26, 2009

MADISON AVENUE ADVISORS, INC.

RIA
CRD#: 137461
SAN DIEGO, CA
Past

August 23, 2007 - March 26, 2009

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
SAN DIEGO, CA
Past

March 18, 2005 - August 23, 2007

CAPLINK SECURITIES, INC

BD
CRD#: 130702
SAN DIEGO, CA
Past

January 28, 2002 - February 14, 2005

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

April 30, 1999 - July 18, 2001

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

October 20, 1988 - November 21, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

June 23, 1986 - October 10, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

July 23, 1985 - June 18, 1986

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/12/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/21/1984
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


IS
INLAND SECURITIES CORPORATION
INCOR SECURITIES CORPORATION | INTERVEST NATIONAL SECURITIES CORPORATION | INLAND SECURITIES CORPORATION

CRD#: 15807 / SEC#: , 8-32775

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
2901 Butterfield Road, Oak Brook, IL 60523
Mailing Address
2901 Butterfield Road, Oak Brook, IL 60523
Phone number
(630) 218-8000
Established
Delaware since 08/14/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
INLAND REAL ESTATE INVESTMENT CORPORATIONCORPORATION
CHERESO, ANTHONY JOSEPHDIRECTOR5289928
HRTANEK, CATHLEEN MAY-ORBANDIRECTOR7886681
KASPRZAK, DAVID EDWARDPRINCIPAL, EXECUTIVE VICE PRESIDENT2651202
LYNCH, CATHERINE LYNNCHIEF FINANCIAL OFFICER & DIRECTOR2584621
TUCEK, AMY CATHERINEVICE PRESIDENT & CHIEF COMPLIANCE OFFICER2021342

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INLAND SECURITIES CORPORATION

CRD#: 15807

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