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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
2530 E State Hwy 114 Suite 120, Southlake, TX 76092 • United States
2920 Duniven Cir. Suite Y, Amarillo, TX 79109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Wealth Management Dba Sullivan Financial Partners | Grapevine | TX | 09/2008 | Present |
| Investment Advisors Corp. | West Des Moines | IA | 11/2016 | 11/2017 |
| Fusion Capital Management | Coppel | TX | 05/2017 | Present |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 08/2021 |
| Sullivan Financial Partners | Southlake | TX | 06/2008 | 12/2016 |
| Sullivan Wealth Partners, Llc | Grapevine | TX | 09/2021 | Present |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
1. 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 10/19/2016; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY/40 DURING TRADING HOURS. 2. Sullivan Realty Holdings, Not Investment Related, Keller, TX, Real Estate Management, Member, 2022, 0 hrs/month, 0 hrs during trading 3. Sullivan Management Partners, Not Investment Related, Keller, TX, Family Management, Partner, 2020, 0 hrs/month, 0 hrs during trading, 4. Cinco Paso Ranch, Not Investment Related, Millersview, TX, Ranch Management, Owner, 2023, 20 hrs/ month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-10 |
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