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Jordan Sullivan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sacramento, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-13
  • CA RA
    APPROVED
    Since 2024-09-13

Branch Locations

555 Capitol Mall, Sacramento, CA 95814 • 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
Zhejiang University Hangzhou 10/2015 05/2021
Lantern Theatre Dana Point CA 05/2021 07/2023
Westpac Wealth Partners San Diego CA 07/2023 07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 08/2024 Present
Bank Of America, N.A. Sacramento CA 09/2024 Present
  • 10/2015 → 05/2021
    Zhejiang University
    Hangzhou
  • 05/2021 → 07/2023
    Lantern Theatre
    Dana Point, CA
  • 07/2023 → 07/2024
    Westpac Wealth Partners
    San Diego, CA
  • 08/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sacramento, CA
  • 09/2024 → Present
    Bank Of America, N.A.
    Sacramento, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-02-05
Other Names
  • Jordan Paul Sullivan

View on SEC IAPD

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Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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