Michael David Sullum

Current Employers

Employment History

• 10/2008 → 03/2023
  Lincoln Financial Advisors
  Boca Raton, FL
• 03/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2023 → Present
  Aegis Consulting
  Boynton Beach, FL

Previous Registrations

• 2008-10-21 → 2023-03-01
  Osaic Fa, Inc.
  Boca Raton, FL
  Boynton Beach, FL
  Boynton Beach, FL
• 2007-07-16 → 2008-10-20
  Msi Financial Services, Inc.
  Boca Raton, FL

Other Businesses

Fixed insurance sales; Located at 1500 Gateway Blvd. STE 220 Boynton Beach, FL 33426, as of 2/1/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. Owner, M&A Capital Group, Inc. a private entity established to facilitate securities, advisory, and insurance business; Located at 1500 Gateway Blvd. STE 220 Boynton Beach, FL 33426 as of 4/15/2002; 20% of time spent during business hours; Conducted at branch; Investment related. Co-Owner of Dream Properties Fly Eagles Fly, LLC; real estate holding company located in Tetonia, Idaho, as of 10/1/2019; 1% of time spent during business hours; Not conducted at branch location; Investment related. Co-Owner of Boundless Valley Ranch, LLC; real estate holding company for raw land; located in Tetonia, Idaho, as of 9/16/2021; 1% of time spent during business hours; Not conducted at branch location; Investment related. Co-Owner, Tranquil Mountain, LLC; Holding company for Delaware Statutory Trust, Located at 700 Dorothy Ford Ln. Huntsville, AL 35801, as of 8/21/2020; Approximately 0% of time spent during business hours; Not conducted at branch location; Not Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-11-29
• S65 Uniform Investment Adviser Law Examination
  2007-06-28

Other Names

• Michael David Sullum
• Michael D. Sullum
• Michael Sullum