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Indianapolis, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-08-09 |
Branch Locations
9247 N. Meridian St. Suite 203, Indianapolis, IN 46260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Plans & Strategies, Inc. | Greenwood | IN | 12/2015 | 01/2018 |
| Foundational Financial Advisors, Llc. | Indianapolis | IN | 07/2018 | Present |
| The Law Office Of Patrick Sullivan, P.C. | Indianapolis | IN | 01/2018 | Present |
| Foundational Insurance Advisors, Llc | Indianapolis | IN | 01/2018 | Present |
Patrick M. Sullivan is an attorney licensed in the state of Indiana, Indianapolis, IN, he spends more than 50% of his time on this activity. Mr. Sullivan is also a licensed insurance agent in the state of Indiana, Indianapolis, IN, he spends less than 25% of his time on this activity. Patrick Sullivan is also a member of Echelon Board for Salvation Army, a volunteer position that is not industry related. He spend less than 5% of his time on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
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