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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2019 | 05/2021 |
| Top Tier Event Staff And Catering | Lubbock | TX | 04/2015 | 12/2018 |
| Texas Tech University | Lubbock | TX | 08/2014 | 12/2018 |
| Caliber Home Loans | Copell | TX | 04/2021 | 10/2022 |
| Sullivan Financial Partners | Southlake | TX | 01/2024 | Present |
| Triad Wealth Partners | Lawrence | KS | 11/2025 | Present |
| Unemployed | Fairview | TX | 11/2022 | 12/2024 |
1. International Wealth Management DBA Sullivan Financial Partners; 141 Countryside Ct Suite 100, Southlake, TX 76092; Insurance Agent Selling Fixed Insurance, Annuities and Fixed Indexed Annuities; Corp; Date Started 01/2024; 20 Hours/Month/20 During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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