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DS

David E. Sullivan

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CRD#: 2796365
DS

Professional summary


David Earl Sullivan was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, David had worked at 4 firms, which includes WORLDCO L.L.C., RUMSON CAPITAL LLC, PRUDENTIAL EQUITY GROUP LLC, FIRST ASSET MANAGEMENT INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 7, 2001 - March 26, 2002

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

May 17, 2000 - February 21, 2001

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

October 25, 1999 - November 29, 1999

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

November 29, 1997 - January 14, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 25, 1997 - October 14, 1997

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 12/16/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


WL
WORLDCO, L.L.C.
BIRK HOLLAND & CO., INC. | WORLDCO, L.L.C.

CRD#: 24673 / SEC#: , 8-41285

BD
Terminated by SEC on 03/05/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/10/1995
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WATERFORD HOLDINGS, L.L.C.SHAREHOLDER
CURRAN, JAMES EDWARDFINANCIAL & OPERATIONAL PRINCIPAL2870558
ELLIS, MARC ANDREWDIRECTOR OF COMPLIANCE2162526
MILLER, JOHN GERARDCEO1975249

Disclosures


Regulatory Event7

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


WORLDCO, L.L.C.

CRD#: 24673

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