Inactive

Terence Conway Sullivan

Shaker Heights, OH

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Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-15

TX RA
APPROVED

Since 2024-07-15

Branch Locations

3401 Tuttle Road Suite 290, Shaker Heights, OH 44122 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Paragon Advisors, Inc.	Shaker Heights	OH	10/1996	09/2024
Corient	Shaker Heights	OH	06/2024	Present
Corient Services Llc	Miami	FL	06/2024	Present

10/1996 → 09/2024

Paragon Advisors, Inc.

Shaker Heights, OH
06/2024 → Present

Corient

Shaker Heights, OH
06/2024 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2018-05-01 → 2024-09-17

New Paragon, Llc

Shaker Heights, OH
2006-06-23 → 2017-12-31

New Paragon, Llc

Shaker Heights, OH

Other Names

Terence Sullivan

View on SEC IAPD

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MAI CAPITAL MANAGEMENT, LLC

Other Investors

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MARK ANTHONY CIULLA

ROBERT MICHAEL HOLUB

PATRICK T (MI ONLY) HANRATTY

Other Offices

CAPITAL ADVISORS, LTD., LLC · SHAKER HEIGHTS, OH

LINCOLN INVESTMENT · SHAKER HEIGHTS, OH

ALIGN CAPITAL PARTNERS, LP · SHAKER HEIGHTS, OH

CORIENT · Shaker Heights, OH

J.P. MORGAN SECURITIES LLC · BEACHWOOD, OH

LPL FINANCIAL LLC · BEACHWOOD, OH

EAGLE STRATEGIES LLC · BEACHWOOD, OH

EAGLE STRATEGIES LLC · BEACHWOOD, OH

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