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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 | 2026-06-15 |
Branch Locations
251 Main St. Suite 201, Old Saybrook, CT 06475 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2005 | 06/2026 |
| Sullivan Financial Group | Old Saybrook | CT | 05/2005 | 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: SULLIVANFINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 06/10/2026 ADDRESS: 251 Main St Suite 201, Old Saybrook CT 06475, United States DESCRIPTION: Advising Clients on their investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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