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Peter A. Sullivan

Farther

Ponte Vedra, FL

San Francisco, CA

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-21
TX RA APPROVED_RES 2026-07-13
  • FL RA
    APPROVED
    Since 2026-07-21
  • TX RA
    APPROVED_RES
    Since 2026-07-13

Branch Locations

Ponte Vedra, FL • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
Fidelity Investments Charlotte NC 03/2009 06/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2019
Fisher Investments Camas WA 06/2019 11/2019
Fidelity Brokerage Services Llc Jacksonville FL 11/2019 07/2026
Farther Ponte Vedra FL 07/2026 Present
  • 03/2009 → 06/2019
    Fidelity Investments
    Charlotte, NC
  • 07/2018 → 06/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2019 → 11/2019
    Fisher Investments
    Camas, WA
  • 11/2019 → 07/2026
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 07/2026 → Present
    Farther
    Ponte Vedra, FL
Previous Registrations
  • 2025-03-31 → 2026-08-07
    Strategic Advisers Llc
    Boston, MA
    Ponte Vedra, FL
    Jacksonville, FL
  • 2019-12-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Ponte Vedra, FL
  • 2019-06-21 → 2019-12-10
    Fisher Investments
    Ponte Vedra, FL
    Plano, TX
  • 2018-07-13 → 2019-06-11
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2009-05-28 → 2018-07-13
    Strategic Advisers Llc
    Greensboro, NC
    Charlotte, NC
    Jacksonville, FL
    Ponte Vedra, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-17
S63 Uniform Securities Agent State Law Examination 2007-03-30
  • S66 Uniform Combined State Law Examination
    2009-04-17
  • S63 Uniform Securities Agent State Law Examination
    2007-03-30
Designations
Other Names
  • Peter A Sullivan
  • Peter Atom Sullivan
  • Peter Sullivan

View on SEC IAPD

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