SULLIVAN SHELLEY M appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SULLIVAN SHELLEY M appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MARSHALL & SULLIVAN INC | OWNER | SEATTLE, WA |
| — | Form ADV | BEAR STEARNS ASSET MANAGEMENT INC. | CHIEF FINANCIAL OFFICER/MANAGING DIRECTOR | NEW YORK, NY |
| — | Form ADV | J.P. MORGAN INVESTMENT MANAGEMENT INC. | CFO/MANAGING DIRECTOR | NEW YORK, NY |
| — | Form ADV | STARVEST MANAGEMENT, INC. | CIO AND SHAREHOLDER | NEW YORK, NY |
| — | Form ADV | COMPASS FINANCIAL ADVISORS LLC | DIRECTOR | FORT WAYNE, IN |
| — | Form ADV | PARCION PRIVATE WEALTH LLC | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | BELLEVUE, WA |
| — | Form ADV | GENWORTH FINANCIAL INVESTMENT MANAGEMENT, LLC | ASSISTANT SECRETARY | STAMFORD, CT |
| — | Form ADV | HYPERION CAPITAL ADVISORS LLC | MM | MAITLAND, FL |
| — | Form ADV | SOUND LEGACY WEALTH ADVISORS, LLC | CHIEF OPERATING OFFICER | BELLEVUE, WA |