Jamie Lynn Sullivan
Professional Summary
Jamie Lynn Sullivan, who also goes by Jamie Lynn Goldsand, was a registered financial advisor. Jamie was a previously registered financial professional and started their career in finance 2010 - 2018. Jamie had worked at 3 firms and has passed the Series 63, SIE, Series 50, Series 52 and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jamie Lynn Goldsand
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
G EQUITY ENTERPRISES, INC. | PHILLIP GOLDSTICK INVESTMENTS GROUP LTD. | INTANGIBLE MARKETING, INC. | H2C SECURITIES INC. | G EQUITY INVESTMENT GROUP, LTD. | G EQUITY INVESTMENT GROUP LTD.
Contact Information
Established
Illinois since 05/15/1970Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DONOVAN, KIMBERLY | CHIEF COMPLIANCE OFFICER | 4586476 |
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Dec 2016About the Series 50 examSeries 79 — Investment Banking Registered Representative Examination
Passed Jan 2015About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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