John L Sullivan

Current Employers

Employment History

• 02/2010 → Present
  Lpl Financial, Llc
  Land O Lakes, FL
• 03/2010 → 12/2018
  Independent Fiancial Partners
  Tampa, FL
• 12/2018 → Present
  Iht Wealth Management Llc
  Land O Lakes, FL

Previous Registrations

• 2010-03-08 → 2018-12-26
  Independent Financial Partners
  Tampa, FL
  Tampa, FL
• 2009-06-01 → 2010-02-25
  Morgan Stanley
  Tampa, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Tampa, FL
• 2000-07-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

1. 3/18/2013 - JLS Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/27/2013 - JLS Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Selling non-variable insurance through various carriers to clients. 3. 3/4/2019 - IHT Wealth Management LLC - DBA: (Hybrid) IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/25/2019 - 80 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 02/2019. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 3/4/2019 - Nassau RE - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 03/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading. 5. 4/17/2019 - Trumark Financial - Investment Related - 6685 Owens Drive, Pleasanton, CA 94588 - Non-Variable Insurance - Agent - Started 04/12/2019 - 10 Hours Per Month/5 Hours During Securities Trading - Selling and servicing existing life insurance policies. 6. 10/17/2022 - Sullivan Private Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/26/2022 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-09

Other Names

• John Lawrence Sullivan
• John L Sullivan Iv