Joseph Patrick Sullivan is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-01-01 | present | Yes |
| BERGANKDV WEALTH MANAGEMENT, LLC | 2023-07-13 | 2023-09-13 | — |