Joseph Michael Sullivan

Current Employers

Employment History

• 01/1987 → Present
  J Sullivan, Cpa
  Yardley, PA
• 06/2003 → 10/2024
  Avantax Investment Services, Inc.
  Yardley, PA
• 09/2005 → 10/2024
  Avantax Advisory Services
  Yardley, PA
• 09/2014 → 10/2024
  Avantax Insurance Agency, Llc
  Yardley, PA
• 10/2018 → Present
  Fiduciary Appointment
  Yardley, PA
• 10/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Orion Wealth Consultants, Llc
  Yardley, PA

Previous Registrations

• 2005-11-01 → 2024-10-10
  Avantax Advisory Services
  Yardley, PA
  Hawley, PA

Other Businesses

1. Fixed insurance sales; as of 09/01/1999; 3% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, 523 Partners, LLC, an entity created for the purpose of owning and managing real estate in Yardley, PA, as of 12/07/2007; Less than 1% of time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation & consulting services, Joseph M Sullivan, CPA; as of 1/01/1994; 3% of time spent during business hours; Conducted at branch; Not investment related. 4. Owner, Orion Wealth Consultants; a private entity established to facilitate securities, advisory, and insurance business; Located in Yardley, PA 19067, as of 10/08/202; 95% of time spent during business hours; Conducted at branch; Investment related. 5. Owner, Boaz Properties, LLC; an entity created for the purpose of buying and managing residential real estate in Hawley, PA 18428, as of 04/15/2026; 1% of time spent during business hours; Not conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-03
• S63 Uniform Securities Agent State Law Examination
  1999-07-17

Other Names

• Joe Sullivan