Thomas J. Sullivent
Professional summary
Thomas Jackson Sullivent JR. is a registered financial advisor currently at GIBRALTAR CAPITAL MANAGEMENT, INC. located in Tulsa, Oklahoma.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Thomas has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Jackson Sullivent JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
August 16, 2017 - Present
GIBRALTAR CAPITAL MANAGEMENT, INC.
Office #1: 7134 S Yale Ave #200, Tulsa, OK 74136March 17, 2017 - July 21, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Primary Firm SEC Registration
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328 / SEC#: 801-66289
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/16/2017)
Current Firm
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328 / SEC#: 801-66289
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 402 |
| AUM (Assets Under Management) | $ 840,552,907 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2024 | ||
| 01/05/2024 | ||
| 02/23/2023 |
Red Flags
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Company Information
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328Tulsa, OK 74136TRUST BUT VERIFY
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