Joseph Murray Sullivan

Current Employers

Employment History

• 06/2009 → 09/2016
  Lincoln Financial Advisors Corp
  Southbury, CT
• 10/2016 → Present
  Lpl Financial Llc
  Southbury, CT
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Southbury, CT

Previous Registrations

• 2009-07-06 → 2016-11-05
  Osaic Fa, Inc.
  Southbury, CT
  Glastonbury, CT
  Southbury, CT
• 2005-05-20 → 2009-06-29
  Commonwealth Financial Network
  Middlebury, CT
  Danbury, CT
  Cheshire, CT
  Cheshire, CT
• 2003-12-09 → 2005-05-24
  Osaic Fa, Inc.
  Glastonbury, CT
• 2000-06-29 → 2003-12-08
  Veravest Investment Advisors, Inc.
  Glastonbury, CT

Other Businesses

1. 10/28/2016 - SULLIVAN FINANCIAL SERVICES, LLC/ NON-VARIABLE INSURANCE/ 2%/ SOUTHBURY, CT 2. 10/28/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SOUTHBURY, CT 3. 10/28/2016 - SULLIVAN FINANCIAL SERVICES, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 40%/ SOUTHBURY, CT 4. 11/18/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 5. 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 100% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 8. 10/11/2022 - SFS-JR LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 03/01/2019 - 1 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-22
• S63 Uniform Securities Agent State Law Examination
  1997-04-17

Other Names

• Joseph Murray Sullivan
• Joseph M Sullivan