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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
2530 E State Hwy 114 Suite 120, Southlake, TX 76092 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 11/2013 | 06/2017 |
| Td Ameritrade, Inc | Fort Worth | TX | 06/2017 | 06/2024 |
| Charles Schwab And Co., Inc. | Fort Worth | TX | 12/2022 | 10/2024 |
| Coppell Advisory Solutions Llc | Coppell | TX | 07/2025 | Present |
| Sullivan Financial Partners | Southlake | TX | 07/2025 | Present |
| Sicking Safety System | Fort Worth | TX | 11/2024 | 06/2025 |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
INTERNATIONAL WEALTH MANAGEMENT DBA SULLIVAN FINANCIAL PARTNERS; 1300 NORTH WHITE CHAPEL BLVD, SUITE 200, SOUTHLAKE, TX 76092; INSURANCE AGENT SELLING FIXED INSURANCE,ANNUITIES AND FIXED INDEXED ANNUITIES; CORP; DATE STARTED 07/2025; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-14 |
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