Matthew Paul Sullivan

Employer firm

Financial Planning First, LLC CRD 319273

$114M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Financial Planning First, Llc

3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
WA	RA	APPROVED	2023-05-31
TX	RA	APPROVED_RES	2022-10-17
ID	RA	APPROVED	2022-10-10
NY	RA	APPROVED	2022-10-10
AZ	RA	APPROVED	2022-06-13

CA RA
APP_PEND_IARCE

Since 2026-01-01
WA RA
APPROVED

Since 2023-05-31
TX RA
APPROVED_RES

Since 2022-10-17
ID RA
APPROVED

Since 2022-10-10
NY RA
APPROVED

Since 2022-10-10
AZ RA
APPROVED

Since 2022-06-13

Branch Locations

3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • 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

Organization	City	State	From	To
Imus Wilkinson Investment Management, Llc	Tucson	CA	08/2013	01/2023
Financial Planning First, Llc	Tucson	AZ	05/2022	Present

08/2013 → 01/2023

Imus Wilkinson Investment Management, Llc

Tucson, CA
05/2022 → Present

Financial Planning First, Llc

Tucson, AZ

Previous Registrations

2013-08-02 → 2022-12-31

Imus Wilkinson Investment Management, Llc

Tucson, AZ
2012-08-30 → 2013-03-25

Hilltop Securities Inc.

Oro Valley, AZ

Dallas, TX
2007-04-17 → 2012-09-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tucson, AZ
2006-03-07 → 2007-02-21

Wells Fargo Clearing Services, Llc

Scranton, PA

Other Businesses

1) IMUS WILKINSON INVESTMENT MANAGEMENT, LLC 2) INVESTMENT RELATED 3) 3561 E. SUNRISE ROAD, SUITE 117 TUCSON, AZ 85718 4) INVESTMENTS 5) INVESTMENT ADVISOR 6) 08/2013 7) 0 HOURS DEVOTED TO OTHER BUSINESS 8) 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-08-12
S63	Uniform Securities Agent State Law Examination	1993-06-22

S65 Uniform Investment Adviser Law Examination

1994-08-12
S63 Uniform Securities Agent State Law Examination

1993-06-22

Designations

Certified Financial Planner

Other Names

Matt Sullivan

View on SEC IAPD