Jocelyn Sullivan

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → 09/2024
  Florida Financial Advisors
  Orlando, FL
• 05/2020 → 12/2021
  Scansource, Inc.
  Greenville, SC
• 05/2019 → 08/2019
  Scansource, Inc.
  Greenville, SC
• 12/2016 → 05/2020
  Villa Tronco
  Columbia, SC
• 08/2016 → 05/2020
  University Of South Carolina
  Columbia, SC
• 02/2022 → 10/2024
  Trinity Wealth Securities, Llc
  Orlando, FL
• 10/2024 → Present
  Florida Financial Advisors Dba Meridian Wealth Advisors
  Winter Park, FL
• 10/2024 → Present
  Trinity Wealth Securities, Llc
  Winter Park, FL

Other Businesses

Florida Financial Advisors (DBA Meridian Wealth Advisors). Investment Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: Insurance. Position: Independent Contractor. 10/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Meridian Wealth Insurance. Investment-Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: Insurance. Position: Independent Contractor. 10/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities. Investment Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Duties: Securities Related Activities. Florida Notary. Not Investment Related. Winter Park, FL. Nature of Business: Provide Notary Services. Position: Notary Public. Start Date: 02/2025. Hours per Month: 2. Hours per Month During Trading Hours: 2. Duties: Licensed Florida Notary and Remote Online Notary. Estate Guru. Not Investment Related. Winter Park, FL. Nature of Business: Estate Planning. Position: Advisor. Start Date: 04/2025. Hours per Month: 10. Hours per Month During Trading Hours: 10. Duties: Assist in creating estate planning documents such as wills, trusts, powers of attorneys and deeds. Sullivan Financial LLC. Not investment related. Orlando FL. Nature of business: Single member LLC. Position: Owner. 12/2022. Hours per month: 1. Hours per month trading: 0. : Sullivan Financial LLC does not engage in any business activity involving securities and financial services. It does not generate external revenue and exists solely for personal ownership of assets and simplification of tax reporting. 31 Harvard Realty Trust u/d/t dated August 30, 2005. Not investment related. Allston, MA 02134. Passive beneficial ownership interest in family trust(s) holding commercial real estate. Position: Beneficiary. Start Date: 09/12/2025. End Date: Upon distribution of proceeds/termination of the trust activity. Hrs per Month: 0. Hrs per Month during trading: 0. Description: Beneficiary entitled to approximately 25% of sale proceeds (estimated ~$1.1 million from a total sale of ~$3.676 million). One-time distribution; no ongoing compensation expected. Passive ownership only. Joseph R. Sullivan 2010 Trust u/d/t dated July 27, 2010. Not investment related. Passive beneficial ownership interest in family trust(s) holding commercial real estate. Position: Beneficiary. Start Date: 09/12/2025. End Date: Upon distribution of proceeds/termination of the trust activity. Hrs per Month: 0. Hrs per Month during trading: 0. Description: Passive beneficial ownership interest in family trust(s) holding commercial real estate. No management or operational responsibilities. Compensation/Income: Beneficiary entitled to approximately 25% of sale proceeds (estimated ~$348,710 from a total sale of ~$1.4 million). One-time distribution; no ongoing compensation expected. Time Commitment: None. Passive ownership only.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-24
• S65 Uniform Investment Adviser Law Examination
  2021-12-28

Other Names

• Jocelyn Feifei Sullivan
• Jocelyn Fei Fei Sullivan