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Inactive

Benjamin Graham Sullivan

Collaborative Wealth

Lake Mary, FL

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Current Employers
Collaborative Wealth

972 International Parkway, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-22
  • FL RA
    APPROVED
    Since 2022-07-22

Branch Locations

972 International Parkway, Lake Mary, FL 32746 • 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
Collaborative Wealth Management, Inc Lake Mary FL 03/2022 Present
Bny Lake Mary FL 08/2021 03/2022
Unemployed Gainesville FL 05/2021 08/2021
Heritage Wealth Management, Llc Gainesville FL 02/2020 05/2021
Bny Mellon Orlando FL 06/2020 08/2020
University Of Florida Gainesville FL 10/2019 04/2020
University Of Florida Gainesville FL 05/2019 10/2019
Collier Financial Solutions Mount Dora FL 09/2018 05/2019
Craig Martin State Farm Winter Garden FL 09/2017 09/2018
Seminole State College Lake Mary FL 05/2017 09/2017
School Eustis FL 06/2012 05/2017
Morgan Stanley Tampa FL 09/2016 11/2016
  • 03/2022 → Present
    Collaborative Wealth Management, Inc
    Lake Mary, FL
  • 08/2021 → 03/2022
    Bny
    Lake Mary, FL
  • 05/2021 → 08/2021
    Unemployed
    Gainesville, FL
  • 02/2020 → 05/2021
    Heritage Wealth Management, Llc
    Gainesville, FL
  • 06/2020 → 08/2020
    Bny Mellon
    Orlando, FL
  • 10/2019 → 04/2020
    University Of Florida
    Gainesville, FL
  • 05/2019 → 10/2019
    University Of Florida
    Gainesville, FL
  • 09/2018 → 05/2019
    Collier Financial Solutions
    Mount Dora, FL
  • 09/2017 → 09/2018
    Craig Martin State Farm
    Winter Garden, FL
  • 05/2017 → 09/2017
    Seminole State College
    Lake Mary, FL
  • 06/2012 → 05/2017
    School
    Eustis, FL
  • 09/2016 → 11/2016
    Morgan Stanley
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-18
  • S65 Uniform Investment Adviser Law Examination
    2022-05-18

View on SEC IAPD

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FAMILYWEALTH
FAMILYWEALTH ASSET MANAGEMENT
HAYSLEY FINANCIAL SERVICES, INC.
SIGMA INVESTMENT COUNSELORS
JACKSON WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS
GEOFFREY DEAN VOORHEES
LU YU
WILBERT ERNEST OAKLEY
CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY

Other Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Mary, FL

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