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2608 Hibernia St. Suite 104, Dallas, TX 75204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
Branch Locations
2608 Hibernia St. Suite 104, Dallas, TX 75204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belmont Global Advisors Inc. | Dallas | TX | 05/2009 | 10/2021 |
| Five Keys Capital Advisors, Inc. | Dallas | TX | 10/2021 | 03/2024 |
| Efs Asset Management Llc | Dallas | TX | 03/2024 | Present |
Edward Sullivan serves as a member/partner of Tejas Brewistas LLC and Tejas Brewistas II LLC (together, “Tejas Brewistas”), which operates retail coffee shops as a franchisee of 7Brew Coffee for South Texas. Mailing address is 2608 Hibernia St, #104, Dallas, TX 75204. His role includes assisting with real estate data analysis, review of financial statements, and quarterly site visits on weekends. The first store opened in January 2023. This activity requires approximately 5-15 hours per month, with no time devoted during trading hours. Site visits are conducted on weekends. These activities do not create conflicts with his duties at EFSAM and do not interfere with the time he devotes to EFSAM clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
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