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RIA Intelligence

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Registered advisor

B•••••• E••••• S•••••••

S••••• S••••• W•••••independent RIANew York, NyIA-onlyIAPD 5854395

Feed of 09/14/2026

Also filed as B•••••• E S•••••••

At current firm

0 y

since Nov 13, 2025

In the industry

15 y

since Dec 4, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: F•••••• & Principal A••••••reportedspringstreetwealth.comfirm site, Sep 16, 2026
Designations: CFPreportedspringstreetwealth.comas printed on the bio page, Sep 16, 2026
Founder: “B•••••• S••••••• | F•••••• & A•••••• | S••••• S••••• W•••••”reportedspringstreetwealth.comthe sentence on the bio page
Partner or owner: “F•••••• & Principal A••••••”reportedspringstreetwealth.comthe sentence on the bio page
Professional profile: springstreetwealth.com/team-member/brandon-sullivanreportedspringstreetwealth.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

S••••• S••••• W••••• independent RIA current
since Nov 13, 2025 · New York, Ny
S•••••••• A••••••• L•• national BD
Mar 31, 2025 to Nov 6, 2025 · New York, Ny
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Mar 31, 2025 · Boston, Ma
S•••••••• A••••••• L•• national BD
Mar 29, 2016 to Jul 13, 2018 · Philadelphia, Pa
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 10, 2012 to Mar 2, 2016 · Pennington, Nj
E••••• J•••• national BD
Jan 20, 2011 to Feb 22, 2012 · Blue Bell, Pa

Moves

a registration end followed by a registration begin elsewhere

S•••••••• A••••••• L•• to S••••• S••••• W•••••
left Nov 6, 2025, registered Nov 13, 2025 (7 days) · Affiliated broker-dealer or bank to a newly registered adviser
F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••••• A••••••• L••
left Mar 2, 2016, registered Mar 29, 2016 (27 days) · Wirehouse to affiliated broker-dealer or bank
E••••• J•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Feb 22, 2012, registered Apr 10, 2012 (48 days) · Affiliated broker-dealer or bank to wirehouse

Signals

B•••••• E••••• S••••••• left S•••••••• A••••••• L•• for S••••• S••••• W••••• (registered 2025-11-13)
Nov 6, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address