Betsy Ann Sullivan

Employer firm

Southland Equity Partners, LLC. CRD 154481

$891M regulatory AUM 12 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/1994 → 11/2023
  Fsc Securities Corporation
  San Francisco, CA
• 05/1997 → Present
  Betsy A Sullivan, Inc
  Mill Valley, CA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Santa Rosa Beach, FL

Previous Registrations

• 2023-11-03 → 2023-12-31
  Osaic Wealth, Inc.
  Santa Rosa Beach, FL
• 1997-07-08 → 2023-11-03
  Fsc Securities Corporation
  Olympic Valley, CA
  Santa Rosa Beach, FL

Other Businesses

1. DBA: BETSY A SULLIVAN, INC, PRESIDENT, SELLING LIFE, HEALTH & ADVISABILITY INSURANCE 2. BETSY A. SULLIVAN, INC POSITION: Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 09/13/2019 ADDRESS: 318 East Royal Fern Way, Santa Rosa Beach FL 32459, United States DESCRIPTION: Sales and support of Group Employee Benefits.

Other Names

• Betsy Martin