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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BS

Betsy A. Sullivan

SOUTHLAND EQUITY PARTNERS, LLC.
Santa Rosa Beach, FL 32459
Some features on this profile are disabled
CRD#: 1249320
BS

Professional summary

Betsy Ann Sullivan, AIF®, who also goes by Betsy Martin, is a registered financial advisor currently at SOUTHLAND EQUITY PARTNERS, LLC. located in Santa Rosa Beach, Florida.

Betsy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Betsy has worked at 6 firms and has passed the SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Betsy Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betsy Ann Sullivan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

March 30, 2016 - Present

SOUTHLAND EQUITY PARTNERS, LLC.

Office #1: 318 East Royal Fern Way, Santa Rosa Beach, FL 32459
RIA
CRD#: 154481
Santa Rosa Beach, FL
Past

November 3, 2023 - December 31, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SANTA ROSA BEACH, FL
Past

November 3, 2023 - December 31, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
SANTA ROSA BEACH, FL
Past

July 8, 1997 - November 3, 2023

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
SANTA ROSA BEACH, FL
Past

June 7, 1994 - November 3, 2023

FSC SECURITIES CORPORATION

BD
CRD#: 7461
SANTA ROSA BEACH, FL
Past

May 28, 1992 - June 9, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 28, 1992 - June 9, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

May 30, 1984 - August 17, 1992

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SE
SOUTHLAND EQUITY PARTNERS, LLC.
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT | BRIDGELIGHT CAPITAL

CRD#: 154481 / SEC#: 801-71977

RIA
Registered Investment Advisory firm - (11/17/2010 Approved)
Virginia
Registered Investment Advisory firm - (11/22/2010 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/30/2016)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/1992
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 7/20/1984
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/25/1984
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SE
SOUTHLAND EQUITY PARTNERS, LLC.
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT | BRIDGELIGHT CAPITAL

CRD#: 154481 / SEC#: 801-71977

RIA
Registered Investment Advisory firm - (11/17/2010 Approved)
Virginia
Registered Investment Advisory firm - (11/22/2010 Terminated)
PREMIUM
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Contact information

Main Address
Wildwood, MO
Mailing Address
Po Box 7323, Charlottesville, VA 22906
Phone number
(770) 998-5879
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,680
AUM (Assets Under Management)$ 785,307,417

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOUTHLAND EQUITY PARTNERS, LLC.

CRD#: 154481Santa Rosa Beach, FL 32459

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