MP
Matthew Paul Sullivan
CRD 1516530
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Planning First, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Planning First, Llc
Chief Compliance Officer · 75% or more · May 2023
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗