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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-10 |
Branch Locations
251 Main St Ste 201, Old Saybrook, CT 06475 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Regional High School | Deep River | CT | 07/2014 | 06/2018 |
| Merrimack College | North Andover | MA | 07/2018 | 05/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2020 | 06/2026 |
| Sullivan Financial Group, Llc | Old Saybrook | CT | 06/2020 | 06/2026 |
| Kestra Investment Services Llc | Old Saybrook | CT | 06/2026 | Present |
| Kestra Advisory Services Llc | Old Saybrook | CT | 06/2026 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/10/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: SULLIVAN FINANCIAL GROUP POSITION: Producer NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 129 START DATE: 06/10/2026 ADDRESS: 251 Main Street, Suite 201, Old Saybrook CT 06475, United States DESCRIPTION: I help to run the business and handle client accounts. I help clients with management and rebalancing of their accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
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