Charles Vincent Sullivan

Current Employers

Employment History

• 01/1994 → Present
  Ciulla, Dixon & Dale, Llc
  Lowell, MA
• 10/2004 → Present
  Bolton Global Capital
  Bolton, MA
• 12/2006 → Present
  Bolton Global Asset Management
  Bolton, MA

Other Businesses

1) Investment Advisor Representative with Bolton Global Asset Management, doing business under 'North Andover Trust Corp.'. Spends approximately 25 hours outside of trading hours on this activity per month. Began upon association with current firm. 2) Owner, President, and Treasurer of Sullivan, Dixon & Co., PC. Acting as CPA, providing accounting and bookkeeping services. Not investment related. Located at 59 Lowes Way, Suite 402, Lowell, MA 01851. Spends approximately 120 hours per month during trading hours and 25 hours outside of trading hours. Entity established 2008. Has been CPA since 1994. 3) Has been fixed insurance licensed since 2016 but is not spending time during business hours or outside business hours on activity. Investment related to extent a plan fits into a client's financial profile. Takes place most likely from CPA Firm location, but potentially from Branch location. Charles is contact person for this OBA. 4) Co-owner of VCM Advisors, LLC, entity established 08/2004 in state of MA with Bolton Rep/Advisor to split business. Not directly investment related. Conducted from Branch location. Less than 1-hour spent per month on activity, potentially during business hours. Michael is contact person.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-20
• S63 Uniform Securities Agent State Law Examination
  2004-10-19

Designations