# CRAIG STEVEN SULLIVAN

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRIAD WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/326523) | 2025-10-28 | present | Yes |
| [VISIONARY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/311702) | 2021-04-20 | 2021-08-11 | — |
| [COPPELL ADVISORY SOLUTIONS LLC](https://search.stillhousedata.com/firm/156549) | 2017-05-24 | 2026-01-22 | — |
| [INVESTMENT ADVISORS CORP](https://search.stillhousedata.com/firm/117531) | 2016-11-08 | 2017-11-08 | — |
| [SULLIVAN FINANCIAL PARTNERS](https://search.stillhousedata.com/firm/114682) | 2008-06-12 | 2016-12-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5525141)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5525141.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.