Kelly F Sullivan

Current Employers

Employment History

• 12/2012 → 12/2017
  Coastal Federal Credit Union
  San Diego, CA
• 12/2012 → 12/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2018 → Present
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2012-12-19 → 2017-12-08
  Cuso Financial Services, L.P.
  Raleigh, NC
• 2011-12-12 → 2012-12-04
  Park Avenue Securities Llc
  Raleigh, NC
• 2009-07-07 → 2011-08-17
  Grove Point Investments, Llc
  Coventry, RI
  Rockville, MD
• 2007-07-02 → 2009-04-08
  Hornor, Townsend & Kent, Llc
  Coventry, RI
  Conshohocken, PA
• 2002-01-02 → 2007-06-08
  Citizens Securities, Inc.
  Smithfield, RI
  Plymouth, MA
  Falmouth, MA
  Woburn, MA
  Winchester, MA
  So Attleboro, MA
  Richmond, RI
  Cranston, RI
  Lincoln, RI
  Cranston, RI
  Johnston, RI
  Providence, RI
  Cumberland, RI
  North Smithfield, RI
  Smithfield, RI
  North Providence, RI
  East Providence, RI
  Foxboro, MA
  Providence, RI
  Amesbury, MA
  Beverly, MA
  Fairhaven, MA
  Methuen, MA
  Pembroke, MA
  Plymouth, MA
  North Andover, MA
  Fall River, MA
  Mansfield, MA
  New Bedford, MA
  Brockton, MA
  Danvers, MA
  North Attleboro, MA
  Revere, MA
  Abington, MA
  Raynham, MA
  Swampscott, MA
  East Weymouth, MA
  Somerset, MA
  Kingston, MA
  Natick, MA
  Shrewsbury, MA
  Hyannis, MA
  East Falmouth, MA
  Marstons Mills, MA
  Sandwich, MA
  Seekonk, MA
  South Dennis, MA
  South Yarmouth, MA
  Mashpee, MA
  Brockton, MA
  Harwich, MA
  Pawtucket, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-01
• S63 Uniform Securities Agent State Law Examination
  1997-11-07

Other Names

• Kelly A. Finnerin
• Kelly Ann Finnerin
• Kelly F. Sullivan