Bryan Joseph Sullivan

Current Employers

Cohesion Wealth Management, Llc

380 Interlocken Crescent Suite 260, Broomfield, CO 80021 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2020-06-15

CO RA
APPROVED

Since 2020-06-15

Branch Locations

380 Interlocken Crescent Suite 260, Broomfield, CO 80021 • United States

360 Interlocken Blvd. Suite 104, Broomfield, CO 80021 • 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

Organization	City	State	From	To
Epiqwest Financial	Erie	CO	10/2006	Present
Epiqwest Investment Corporation	Lafayette	CO	01/2008	12/2020
American Portfolios Financial Service, Inc	Lafayette	CO	05/2013	10/2018
Epiqwest Culver Wealth Advisors Llc	Broomfield	CO	06/2020	Present
Asset Exchange	Broomfield	CO	10/2016	Present

10/2006 → Present

Epiqwest Financial

Erie, CO
01/2008 → 12/2020

Epiqwest Investment Corporation

Lafayette, CO
05/2013 → 10/2018

American Portfolios Financial Service, Inc

Lafayette, CO
06/2020 → Present

Epiqwest Culver Wealth Advisors Llc

Broomfield, CO
10/2016 → Present

Asset Exchange

Broomfield, CO

Previous Registrations

2008-03-10 → 2020-12-14

Epiqwest Investment Corporation

Lafayette, CO

Broomfield, CO
2007-05-14 → 2010-12-31

Epiqwest Financial Coporation

Erie, CO

Other Businesses

1. The Asset Exchange, marketing, not investment related. Located at: 360 Interlocken Blvd., Suite 104, Broomfield, CO 80021 Start Date = 10/2016, N/A compensation, 10HRS./MO./TRADING HRS. -- Market and discuss trust structure with potential clients or referral agents 2. Epiqwest Financial Corporation -- Located at: 2590 Trailridge Dr. E 101 Lafayette, CO 80026 -- INSURANCE SALES, FIXED LIFE, DISABILITY, LONG TERM CARE AND ANNUITY SALES -- Office Manager -- Supervises agents selling a wide range of insurance products and occasionally acts as a producer

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-11

S66 Uniform Combined State Law Examination

2007-05-11

Designations

View on SEC IAPD