Jeffrey Michael Sultan

Current Employers

Employment History

• 05/2008 → 02/2017
  Royal Alliance Associates
  New York, NY
• 05/2008 → 02/2017
  Madison Planning Group
  Boca Raton, FL
• 05/2015 → 02/2017
  Madison Advisory Services, Inc.
  Boynton Beach, FL
• 04/2017 → 10/2024
  American Portfolios Financial Services Inc.
  Boynton Beach, FL
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-05-09 → 2024-10-11
  American Portfolios Advisors, Inc
  Boyton Beach, FL
  Holbrook, NY
• 2015-07-13 → 2017-03-13
  Madison Advisory Services, Inc.
  Boynton Beach, FL
  White Plains, NY
• 2008-08-14 → 2017-03-07
  Osaic Wealth, Inc.
  Boyton Beach, FL
  Boca Raton, FL
  White Plains, NY

Other Businesses

JEFF SULTAN 1)POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2008 ADDRESS: 11089 Applegate Circle, Boynton Beach FL 33437 DESCRIPTION: Sale of fixed insurance products. 2)AMERICAN PORTFOLIOS ADVISORS, INC. RIA. FEE BASED ADVISORY BUSINESS. UPON AFFILIATION WITH APFS. 3) MADISON PLANNING POSITION: SALES NATURE: COMMERCIAL LINES INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 11089 Applegate Cir, Boynton Beach, FL 33437, USA, FL Boynton Beach FL 33437, United States DESCRIPTION: SALES 4)PARTNERS FINANCIAL, 45 EXEL DR PLAINVIEW NY, NOT INVESTMENT RELATED, START 08/2018, COMP-$5,000 APEX, 1 HOUR PER MONTH NOT IN MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-03
• S63 Uniform Securities Agent State Law Examination
  1984-04-23