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Jonathan David Sullivan

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-30
CT RA APPROVED 2017-06-07
  • TX RA
    APPROVED_RES
    Since 2024-09-30
  • CT RA
    APPROVED
    Since 2017-06-07

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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
OrganizationCityStateFromTo
Lincoln Financial Distributors Radnor PA 12/2014 Present
Morgan Stanley Boston MA 03/2017 Present
Morgan Stanley Private Bank, National Association New York NY 06/2017 Present
  • 12/2014 → Present
    Lincoln Financial Distributors
    Radnor, PA
  • 03/2017 → Present
    Morgan Stanley
    Boston, MA
  • 06/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-07
S63 Uniform Securities Agent State Law Examination 2006-06-23
  • S66 Uniform Combined State Law Examination
    2017-06-07
  • S63 Uniform Securities Agent State Law Examination
    2006-06-23
Other Names
  • Jonathan D Sullivan

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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