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Detailed Report
GREGORY DONALD SULLIVAN
GREG SULLIVAN
CRD#: 1001065
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 8444 WESTPARK DRIVE, SUITE 610
MCLEAN, VA 22102
Registration History
2002200420062008201020122014201620182020202220242026IACREATIVE PLANNING (CRD# 105348)2021 - Present (3 years)IASBSB FINANCIAL ADVISORS (CRD# 109732)2002 - 2021 (19 years)
License(s)

State Registrations

IA
Florida 8/20/2021
IA
Virginia 4/26/2021
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
8444 WESTPARK DRIVE, SUITE 610, MCLEAN, VA 22102
Registered with this firm since 4/26/2021
Previous Registration(s)
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IA
 01/16/2002 - 04/13/2021 SBSB FINANCIAL ADVISORS (CRD#:109732) MCLEAN, VA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.