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Current Employers
Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-13
  • MA RA
    APPROVED
    Since 2025-02-13

Branch Locations

5 Mount Royal Ave Ste 250, Marlborough, MA 01752 • United States

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • 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
William F. Sullivan Financial Services Inc Marlborough MA 01/1990 Present
Capitol Securities Management Worcester MA 01/2004 11/2021
Lpl Financial Llc Marlborough MA 11/2021 Present
Verus Capital Partners, Llc Scottsdale AZ 11/2021 Present
  • 01/1990 → Present
    William F. Sullivan Financial Services Inc
    Marlborough, MA
  • 01/2004 → 11/2021
    Capitol Securities Management
    Worcester, MA
  • 11/2021 → Present
    Lpl Financial Llc
    Marlborough, MA
  • 11/2021 → Present
    Scottsdale, AZ
Previous Registrations
Other Businesses

1) 11/2021- William F Sullivan Financial Services- DBA for LPL Business (entity for LPL business)- inv. related- Marlborough, MA 2) 11/2021- Sullivan Insurance Group, Inc.- Non-Variable Insurance- Agent selling Life, disability, health, group medical, dental, life, disability, vision - inv. related- Marlborough, MA- start date 1958 - 0hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-12
S63 Uniform Securities Agent State Law Examination 1983-07-06
  • S66 Uniform Combined State Law Examination
    2019-03-12
  • S63 Uniform Securities Agent State Law Examination
    1983-07-06
Designations

View on SEC IAPD

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