PJ
Patrick J. Sullivan
CRD 5786229
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Highmark Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Highmark Wealth Management Llc
Wealth Strategist And Partner · 10% – 25% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗