Julie Ann Sullivan

Current Employers

Employment History

• 01/2011 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 08/2013 → 12/2018
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 07/2018 → Present
  Timbrel Capital, Llc
  Atlanta, GA
• 12/2018 → Present
  Sfa Holdings, Inc.
  Atlanta, GA
• 07/2022 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA

Previous Registrations

• 2013-06-04 → 2013-12-23
  Advisory Services Network
  Atlanta, GA
• 2009-12-02 → 2011-12-23
  Fisco Investment Management, L.P.
  Atlanta, GA
• 2007-10-01 → 2009-04-17
  Old Mutual Capital
  Atlanta, GA

Other Businesses

-1- PIGS FLY LLC, MEMBER - NOT INVESTMENT RELATED; 2885 LOOKOUT PLACE, ATLANTA, GA 30305; NOT SECURITIES RELATED; LLC FORMED BY HUSBAND AND I FOR POTENTIAL BUSINESS OPPORTUNITIES; MAINTAIN ANNUAL CORPORATE REGISTRATION; LESS THAN 1 HOURS/MONTH; NO HOURS DEVOTED DURING TRADING HOURS. -2- SFA INSURANCE SERVICES, INC. - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; INSURANCE AGENCY; OFFICER; 07/2013; 1 HOUR/MONTH, 0 DURING TRADING; OFFICER. -3- STRATEGIC BLUEPRINT, LLC - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; REGISTERED INVESTMENT ADVISER; MANAGER - PRESIDENT; 08/22/2016; 40 HOURS/MONTH, 35 DURING TRADING; CHIEF COMPLIANCE OFFICER. -4- TIMBREL CAPITAL, LLC - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; MANAGING BROKER DEALER; OFFICER; 07/17/2018; 30 HOURS/MONTH, 25 DURING TRADING; CHIEF COMPLIANCE OFFICER. -5- SFA HOLDINGS, INC. - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; HOLDING COMPANY FOR SFA, STRATEGIC BLUEPRINT, TIMBREL HOLDINGS, SFA INSURANCE SERVICES, AND MERCAP; OFFICER; 12/01/2018; 40 HOURS/MONTH, DURING TRADING; GROUP COMPLIANCE OFFICER. -6- THE STRATEGIC FINANCIAL ALLIANCE, INC. - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; REGISTERED BROKER-DEALER AND INVESTMENT ADVISER; OFFICER; 07/27/2022; 100 HOURS/MONTH, DURING TRADING: 80.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-07
• S63 Uniform Securities Agent State Law Examination
  1983-05-09