Kristine Sullivan
Professional summary
Kristine Sullivan, who also goes by Kristine Mello, is a registered financial professional currently at BELLMARK PARTNERS, LLC located in Boston, Massachusetts.
Kristine is registered as a RR (Registered Representative) and started their career in finance in 1997. Kristine has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kristine Sullivan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 27, 2011 - Present
BELLMARK PARTNERS, LLC
Office #1: 75 Central Street 4th Floor, Boston, MA 02109April 17, 2006 - October 4, 2011
COVINGTON ASSOCIATES, LLC
September 5, 2000 - March 31, 2004
APEX CLEARING CORPORATION
March 3, 1997 - September 5, 2000
ROBERTSON STEPHENS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/27/2011)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BELLMARK PARTNERS, LLC
CRD#: 155357 / SEC#: , 8-68714
Contact information
FINRA licenses (2 States and Territories)
Documents
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
BELLMARK PARTNERS, LLC
CRD#: 155357Boston, MA 02109TRUST BUT VERIFY
Monitor Kristine Sullivan
Get automatic monthly alerts on:
