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Susan A. Hayes

MATTHEWS SOUTH
SAN MATEO, CA 94402
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CRD#: 2856326
SH

Professional summary


Susan Ann Hayes, who also goes by Susan A Hayes, Susan Ann Hayes, is a registered financial professional currently at MATTHEWS SOUTH, LLC located in San Mateo, California and CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

Susan is registered as a RR (Registered Representative) and started their career in finance in 1999. Susan has worked at 23 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan A Hayes | Susan Ann Hayes

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) - BD


Click below to view Susan Ann Hayes's CRS (Customer Relationship Summary).
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

March 16, 2017 - Present

MATTHEWS SOUTH, LLC

Office #1: 1700 South El Camino Real, Suite 345, San Mateo, CA 94402
BD
CRD#: 283409
SAN MATEO, CA
Current

March 23, 2017 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
RIA
BD
CRD#: 152974
Overland Park, KS
Current

February 6, 2019 - Present

BARNABAS CAPITAL, LLC

Office #1: 227 West Trade Street Suite 1610, Charlotte, NC 28202Office #2: 227 West Trade Street Suite 1610, Charlotte, NC 28202
BD
CRD#: 297890
Charlotte, NC
Current

June 15, 2021 - Present

VISTIA CAPITAL, LLC

Office #1: 202 6th Street, Suite 303, Castle Rock, CO 80104
BD
CRD#: 311342
Castle Rock, CO
Current

January 10, 2022 - Present

LOCKTON INVESTMENT SECURITIES, LLC

Office #1: 444 W. 47th Street Suite 900, Kansas City, MO 64112
BD
CRD#: 137476
Kansas City, MO
Current

April 27, 2022 - Present

AEL FINANCIAL SERVICES, LLC

Office #1: 2101 Rexford Road Suite 310, Charlotte, NC 28211
BD
CRD#: 300285
Charlotte, NC
Current

August 11, 2023 - Present

PERCENT SECURITIES, LLC

Office #1: 145 East 57th Street, New York, NY 10022
BD
CRD#: 314782
New York, NY
Current

October 13, 2023 - Present

INTEGRIS SECURITIES, LLC

Office #1: 7730 E. Belleview Ave, #a-105, Greenwood Village, CO 80111
BD
CRD#: 30061
GREENWOOD VILLAGE, CO
Current

March 1, 2024 - Present

3G FINANCIAL

Office #1: 101 Crawfords Corner Rd., Suite 4116, Holmdel, NJ 07733
BD
CRD#: 317740
Holmdel, NJ
Past

July 25, 2023 - September 1, 2023

LOCKTON RE CAPITAL MARKETS, LLC

BD
CRD#: 323110
NEW YORK, NY
Past

July 21, 2022 - October 9, 2023

TCM BD, LLC

BD
CRD#: 317259
THE WOODLANDS, TX
Past

February 4, 2022 - December 2, 2022

JSL SECURITIES, INC.

BD
CRD#: 140116
OVERLAND PARK, KS
Past

August 17, 2021 - August 10, 2023

MAMMOTH RESEARCH

BD
CRD#: 118148
FORT WAYNE, IN
Past

October 31, 2019 - June 20, 2025

SYNAPSE BROKERAGE LLC

BD
CRD#: 137662
PARKER, CO
Past

December 1, 2018 - October 1, 2019

JARDINE LLOYD THOMPSON CAPITAL MARKETS INC

BD
CRD#: 146485
PHILADELPHIA, PA
Past

October 20, 2017 - November 28, 2018

CROSSMARK DISTRIBUTORS, INC.

BD
CRD#: 14970
HOUSTON, TX
Past

October 3, 2017 - November 2, 2020

KAVOUT SECURITIES, LLC

BD
CRD#: 285976
Ridgewood, NJ
Past

September 21, 2017 - February 3, 2023

SEPULVEDA DISTRIBUTORS LLC

BD
CRD#: 166535
NEW YORK, NY
Past

February 29, 2016 - December 14, 2021

ATHENE SECURITIES, LLC

BD
CRD#: 36867
WEST DES MOINES, IA
Past

March 27, 2013 - February 25, 2016

TOUSSAINT CAPITAL PARTNERS, LLC

BD
CRD#: 130290
FREEHOLD, NJ
Past

May 4, 2004 - September 6, 2012

NEONET SECURITIES, INC.

BD
CRD#: 46938
JERSEY CITY, NJ
Past

May 6, 2003 - January 3, 2005

LEXIT CAPITAL, LLC

BD
CRD#: 34048
HOBOKEN, NJ
Past

October 19, 1999 - August 15, 2002

GLC SECURITIES CORP.

BD
CRD#: 38337
NEW YORK, NY

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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


3F
3G FINANCIAL
3G FINANCIAL | GOLDEN GATE GLOBAL FINANCIAL, LLC

CRD#: 317740 / SEC#: , 8-70903

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


Main Address
101 Crawfords Corner Rd., Suite 4116, Holmdel, NJ 07733
Mailing Address
101 Crawfords Corner Rd., Suite 4116, Holmdel, NJ 07733
Phone number
(212) 220-5766
Established
Delaware since 10/01/2021
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 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#
GGG FINANCIAL, LLCMEMBER
DECICCO, JEFFREY ALLAN SR.CEO/CCO4190543
HAYES, SUSANFINOP/CFO/POO/PFO2856326

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


3G FINANCIAL

CRD#: 317740San Mateo, CA 94402

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