Joseph Shawn Sullivan

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 03/2017
  J.P. Morgan Securities Llc
  Jupiter, FL
• 10/2015 → 03/2017
  Jpmorgan Chase Bank
  Jupiter, FL
• 12/2013 → Present
  Clearpoint Credit Counseling Solutions
  Palm Springs, FL
• 04/2009 → Present
  Sullivan's Holdings, Llc.
  Port St. Lucie, FL
• 09/2011 → Present
  Sullivan's Holdings Iii Llc
  Port St. Lucie, FL
• 06/2014 → Present
  Sullivan's Holdings Iv Llc
  Port St. Lucie, FL
• 03/2017 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 03/2017 → Present
  Suntrust Bank,Inc.
  Port St. Lucie, FL
• 04/2017 → 06/2017
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 06/2017 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2000-10-01 → 2015-10-28
  Wells Fargo Clearing Services, Llc
  Stuart, FL
  Boca Raton, FL
  Orlando, FL
  Orlando, FL
  Port Saint Lucie, FL
  Vero Beach, FL
  Boca Raton, FL
  Jensen Beach, FL
  Stuart, FL
  Boca Raton, FL
  Stuart, FL
  Jensen Beach, FL
  Fort Pierce, FL

Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Ownership of multiple rental properties with my wife. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2019 ADDRESS: , Port St Lucie FL , United States DESCRIPTION: General property management activities.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-22
• S63 Uniform Securities Agent State Law Examination
  1999-10-20

Other Names

• Shawn Sullivan