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Kyle Matthew Sullivan

LPl Financial LLC

Fort Collins, CO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-28
  • CO RA
    APPROVED
    Since 2025-02-28

Branch Locations

155 E. Boardwalk Drive Ste 400, Fort Collins, CO 80525 • 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
Victory Capital Advisers Brooklyn OH 05/2015 04/2019
Peak Pro Financial Greenwood Village CO 04/2019 08/2019
Transamerica Capital Inc Denver CO 09/2019 06/2022
Foreside Fund Services, Llc Denver CO 08/2022 05/2023
Harborside Sales Group, Llc Denver CO 07/2022 05/2023
Oliver Asset Management Longmont CO 06/2023 12/2024
Creativeone Wealth Overland Park KS 06/2023 12/2024
Unemployed Fort Collins CO 12/2024 02/2025
Lpl Financial Llc Fort Collins CO 02/2025 Present
  • 05/2015 → 04/2019
    Victory Capital Advisers
    Brooklyn, OH
  • 04/2019 → 08/2019
    Peak Pro Financial
    Greenwood Village, CO
  • 09/2019 → 06/2022
    Transamerica Capital Inc
    Denver, CO
  • 08/2022 → 05/2023
    Foreside Fund Services, Llc
    Denver, CO
  • 07/2022 → 05/2023
    Harborside Sales Group, Llc
    Denver, CO
  • 06/2023 → 12/2024
    Oliver Asset Management
    Longmont, CO
  • 06/2023 → 12/2024
    Creativeone Wealth
    Overland Park, KS
  • 12/2024 → 02/2025
    Unemployed
    Fort Collins, CO
  • 02/2025 → Present
    Fort Collins, CO
Previous Registrations
Other Businesses

1) 02/2025 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) - 160 hrs per month - 100% Time Spent 2) 02/2025 - Priority Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) - 160 hrs per month - 100% Time Spent 3) 08/27/2025- Insurance/IMO- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/18/2025- 10 Hours Per Month- 10 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-20
S63 Uniform Securities Agent State Law Examination 2013-11-20
  • S66 Uniform Combined State Law Examination
    2023-06-20
  • S63 Uniform Securities Agent State Law Examination
    2013-11-20
Other Names
  • Kyle Matthew Sullivan
  • Kyle Sullivan

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