CRAIG STEVEN SULLIVAN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with TRIAD WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | 2025-10-28 | present | Yes |
| VISIONARY WEALTH MANAGEMENT, LLC | 2021-04-20 | 2021-08-11 | — |
| COPPELL ADVISORY SOLUTIONS LLC | 2017-05-24 | 2026-01-22 | — |
| INVESTMENT ADVISORS CORP | 2016-11-08 | 2017-11-08 | — |
| SULLIVAN FINANCIAL PARTNERS | 2008-06-12 | 2016-12-08 | — |