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William Joseph Sullivan

Next Level Private LLC

Milton, MA

Harrison, NY

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Current Employers
Next Level Private Llc

500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2022-08-03
  • MA RA
    APPROVED_RES
    Since 2022-08-03

Branch Locations

30 Central Avenue, Milton, MA 02186 • United States

500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sullivan Insurance, Inc. Milton MA 01/1987 Present
Next Level Private Llc Harrison NY 07/2022 Present
  • 01/1987 → Present
    Sullivan Insurance, Inc.
    Milton, MA
  • 07/2022 → Present
    Harrison, NY
Previous Registrations
  • 2005-06-20 → 2009-04-14
    Lexington Wealth Management, Inc.
    Lexington, MA
  • 2004-10-26 → 2005-11-22
    Lexington/Bridgewater Wealth Management, Llc
    Lexington, MA
  • 2000-01-01 → 2004-12-31
    Lexington Advisors
    Lexington , MA
Other Businesses

1). William Sullivan Insurance Agency. Insurance services; full time. 2). Milton-Fuller Housing Agency. Non-investment related. Milton, MA. Board member of an over 55 housing community. 4 HRS/MONTH. 0 HOURS DURING TRADING HOURS. While there is no direct compensation for this role, the insurance company that Mr. Sullivan has a 25% ownership in insures all of the buildings for the Milton-Fuller Housing Agency.

Other Names
  • William J Sullivan

View on SEC IAPD

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