Patrick Sullivan

281 Farmington Avenue, Farmington, CT 06032-1911 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-09-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Connecticut Wealth Management	Farmington	CT	06/2025	Present
Wealthspire Advisors	West Hartford	CT	06/2024	07/2024
Sportstars Inc.	New York	NY	08/2023	12/2023
The Hartford Golf Club	West Hartford	CT	05/2019	08/2023
West Hartford Public Schools	West Hartford	CT	05/2024	06/2025
Immanuel Congregational Church, United Church Of Christ	Hartford	CT	09/2019	01/2021
Town Of West Hartford	West Hartford	CT	05/2018	08/2018
West Hartford Public Schools	West Hartford	CT	08/2006	06/2021
University Of Maryland, College Park	College Park	MD	08/2021	05/2025

06/2025 → Present

Connecticut Wealth Management

Farmington, CT
06/2024 → 07/2024

Wealthspire Advisors

West Hartford, CT
08/2023 → 12/2023

Sportstars Inc.

New York, NY
05/2019 → 08/2023

The Hartford Golf Club

West Hartford, CT
05/2024 → 06/2025

West Hartford Public Schools

West Hartford, CT
09/2019 → 01/2021

Immanuel Congregational Church, United Church Of Christ

Hartford, CT
05/2018 → 08/2018

Town Of West Hartford

West Hartford, CT
08/2006 → 06/2021

West Hartford Public Schools

West Hartford, CT
08/2021 → 05/2025

University Of Maryland, College Park

College Park, MD

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-02