Daniel James Sullivan

Current Employers

Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-10-21
OK	RA	APPROVED	2021-12-17

TX RA
APPROVED_RES

Since 2024-10-21
OK RA
APPROVED

Since 2021-12-17

Branch Locations

1508 S Carson Ave, Tulsa, OK 74119 • 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
Ae Wealth Management, Llc	Topeka	KS	12/2021	Present
Sullivan Financial Solutions	Tulsa	OK	04/2020	Present
Strong Family Financial	Jenks	OK	05/2014	04/2020

12/2021 → Present

Ae Wealth Management, Llc

Topeka, KS
04/2020 → Present

Sullivan Financial Solutions

Tulsa, OK
05/2014 → 04/2020

Strong Family Financial

Jenks, OK

Other Businesses

1.) SULLIVAN FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 1508 SOUTH CARSON AVENUE, TULSA, OK 74119; INSURANCE SALES; OWNER; START DATE 04/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 1508 SOUTH CARSON AVENUE, TULSA, OK 74119; ESTATE PLANNING; FACILITATOR; 10/28/2025; APPROX. 4HRS/MO; APPROX. 4HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, ANDPROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS.

Current Employers

Ae Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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