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SG

Susan Greene Lockwood

GREENE DIRECTIONS
ANDERSON, SC
CRD#: 1807638
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SG
Susan Greene LockwoodGREENE DIRECTIONS

Professional summary

Susan Greene Lockwood, who also goes by Susan Covington Greene, Susan Lockwood, Susan Greene Lockwood, is a registered financial advisor currently at GREENE DIRECTIONS LLC located in Anderson, South Carolina.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Susan has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Susan Covington Greene | Susan Lockwood | Susan Greene Lockwood

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) - RIA

Click below to view Susan Greene Lockwood's CRS (Customer Relationship Summary).

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

Current

April 3, 2026 - Present

GREENE DIRECTIONS LLC

RIA
CRD#: 340643
ANDERSON, SC
Past

January 6, 2026 - April 6, 2026

PREMIUM 72 CAPITAL

RIA
CRD#: 284519
HOUSTON, TX
Past

March 4, 2024 - December 31, 2024

PREMIUM 72 CAPITAL

RIA
CRD#: 284519
Anderson, SC
Past

January 15, 2021 - December 31, 2023

PREMIUM 72 CAPITAL

RIA
CRD#: 284519
Anderson, SC
Past

June 6, 2019 - December 31, 2021

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
Anderson, SC
Past

October 14, 2015 - December 31, 2020

COLONY PARK FINANCIAL SERVICES LLC.

RIA
CRD#: 41534
Easley, SC
Past

October 9, 2015 - June 10, 2019

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
GREENVILLE, SC
Past

October 5, 2012 - October 9, 2015

CERTUS INVESTMENT ADVISORS, LLC

RIA
CRD#: 159221
CHARLOTTE, NC
Past

June 4, 2010 - October 9, 2015

CERTUSSECURITIES, INC.

BD
CRD#: 144051
EASLEY, SC
Past

January 27, 2010 - December 31, 2010

EPS ADVISORS

RIA
CRD#: 145196
ANDERSON, SC
Past

October 15, 2009 - May 12, 2010

SPIRE SECURITIES, LLC

BD
CRD#: 144131
ANDERSON, SC
Past

March 27, 2009 - October 15, 2009

AMERICAN SECURITIES GROUP, INC.

BD
CRD#: 43730
ANDERSON, SC
Past

January 12, 2009 - January 27, 2010

ERISA PLAN SERVICES INC

RIA
CRD#: 108533
ANDERSON, SC
Past

April 23, 2001 - February 22, 2008

SCOTT & STRINGFELLOW, LLC

RIA
CRD#: 6255
ANDERSON, SC
Past

March 7, 2001 - February 22, 2008

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
ANDERSON, SC
Past

July 20, 1988 - March 7, 2001

EDGAR M. NORRIS & CO., INC.

BD
CRD#: 2928
GREENSVILLE, SC

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(4/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/10/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1988
General Securities Representative Examination

Current Firm

GD
GREENE DIRECTIONS LLC
GREENE DIRECTIONS LLC

CRD#: 340643 / SEC#:

South Carolina
Registered Investment Advisory firm - (4/3/2026 Approved)
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Contact information

Main Address
Anderson, SC
Mailing Address
Phone number
(864) 940-8753
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

GREENE DIRECTIONS LLC

CRD#: 340643Anderson, SC

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