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Victoria Claire Sullivan

New Horizons Wealth Management

Cedar Knolls, NJ

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Current Employers
New Horizons Wealth Management

240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-09
  • NJ RA
    APPROVED
    Since 2024-10-09

Branch Locations

240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927 • 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
Sandlapper Securities, Llc Greenville SC 06/2014 05/2019
Sandlapper Wealth Management, Llc Cincinnati OH 01/2015 12/2020
Cabot Lodge Securities Llc New York NY 06/2019 04/2022
Premium 72 Capital Houston TX 01/2021 04/2022
Dempsey Lord Smith, Llc Rome GA 04/2022 07/2024
New Horizons Wealth Management Cedar Knolls NJ 07/2024 Present
World Investments, Inc. Cedar Knolls NJ 07/2024 Present
  • 06/2014 → 05/2019
    Sandlapper Securities, Llc
    Greenville, SC
  • 01/2015 → 12/2020
    Sandlapper Wealth Management, Llc
    Cincinnati, OH
  • 06/2019 → 04/2022
    Cabot Lodge Securities Llc
    New York, NY
  • 01/2021 → 04/2022
    Premium 72 Capital
    Houston, TX
  • 04/2022 → 07/2024
    Dempsey Lord Smith, Llc
    Rome, GA
  • 07/2024 → Present
    New Horizons Wealth Management
    Cedar Knolls, NJ
  • 07/2024 → Present
    World Investments, Inc.
    Cedar Knolls, NJ
Previous Registrations
  • 2022-04-11 → 2024-07-09
    Dempsey Lord Smith, Llc
    Rome, GA
    Rome, GA
    Rome, GA
    Cincinnati, OH
  • 2021-01-15 → 2022-12-09
    Premium 72 Capital
    Houston, TX
    Cincinnati, OH
  • 2012-12-20 → 2020-12-31
    Colony Park Financial Services Llc.
    Greenville, SC
    Cincinnati, OH
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-19
  • S65 Uniform Investment Adviser Law Examination
    2012-12-19
Other Names
  • Victoria Claire Lawrence

View on SEC IAPD

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Other Investors

Alana Michele Collins
ELLIOTT STEPHEN COLLINS
RICHARD DENNIS EMMA
DENNIS OCONNOR
PATRICIA ANN MUHA
KIM STIRES
TARA JEAN RECUPIDO
JOSEPH P OKALY

Other Offices

ALJEN ASSET MANAGEMENT LLC · CEDAR KNOLLS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CEDAR KNOLLS, NJ
FAIRBRIDGE CAPITAL MANAGEMENT, LLC · CEDAR KNOLLS, NJ
FAIRBRIDGE CAPITAL MANAGEMENT, LLC · Cedar Knolls, NJ
COHNREZNICK WEALTH MANAGEMENT LLC · PARSIPPANY, NJ
COHNREZNICK WEALTH MANAGEMENT LLC · PARSIPPANY, NJ
LPL FINANCIAL LLC · WHIPPANY, NJ
THRIVENT INVESTMENT MANAGEMENT INC. · Whippany, NJ

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