Daniel Joseph Sullivan

Current Employers

Employment History

• 06/2012 → 05/2018
  The Investment Center Inc
  Wrentham, MA
• 06/2012 → 05/2018
  Ic Advisory Services Inc
  Wrentham, MA
• 05/2018 → Present
  Sullivan Retirement Resources, Llc
  Wrentham, MA

Previous Registrations

• 2012-10-03 → 2018-05-10
  Ic Advisory Services, Inc.
  Arlington, MA
  Bedminster, NJ
• 2005-05-31 → 2007-01-09
  Ifmg Securities, Inc.
  Wellesley, MA
  Needham, MA
  Newton, MA
  Needham, MA
  West Newton, MA
  Newtonville, MA
  Needham, MA
• 2004-10-20 → 2005-02-04
  Banc Of America Investment Services, Inc.
  Westford, MA
• 2004-08-31 → 2004-10-20
  Quick & Reilly, Inc.
  Worcester, MA
• 2000-02-23 → 2002-11-13
  A. G. Edwards & Sons, Inc.
  Keene, NH

Other Businesses

1. MASS COLLEGE FUNDING ALTERNATIVES, LLC CONSULTING SERVICES. NON- INVESTEMNT RELATED. OWNER. ADVISE PROSPECTIVE STUDENTS AND PARENTS THROUGH THE COLLEGE ADMISSION PROCESS. DEVOTE 21 TO 40% PER MONTH. FINANCIAL INTEREST $10,000. EARN 1 TO 20% ANNUALLY. ESTABLISHED 10/01/2011. 2.CF FINANCIAL DBA.INVESTMENT ADVISOR. INVESTMENT AND ANNUITY CONSULTATION WITH CLIENTS.DEVOTE >60% PER MONTH. ESTABLISHED 02/13/2013. 3. CF FINANCIAL. INSURANCE SALES. AGENT. SELL LIFE, LTC & DISABILITY INSURANCE.ZENITH, CRUMP.OHIO NATIONAL PGA. DEVOTE 21 TO 40 % PER MONTH. ESTABLISHED 02/13/2013.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-01
• S65 Uniform Investment Adviser Law Examination
  2004-08-11
• S63 Uniform Securities Agent State Law Examination
  1984-07-09