Jocelyn Sullivan is a registered investment advisor, based in Winter Park, FL, with 4 years of industry experience.
Location
2745 W Fairbanks Ave, Suite 203, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jocelyn works full-time as a financial consultant for Florida Financial Advisors DBA Meridian Wealth Advisors and as a registered representative for Trinity Wealth Securities. She also sells fixed insurance, provides notary services, assists with estate planning, and owns Sullivan Financial LLC for personal asset ownership and tax simplification.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
State Registrations8 states
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