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KYLE LARRY SULLIVAN
CRD#: 4822889
IA
Investment Adviser
B
Broker
OSAIC ADVISORY SERVICES, LLCCRD#: 171070 Bend, OR
OSAIC WEALTH, INC.CRD#: 23131 3526 SW Troy St
Portland, OR 97219
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2009 - 2013 (4 years)2 FIRMS2013 - 2020 (6 years)IAOSAIC ADVISORY SERVICES, LLC (CRD# 171070)2020 - Present (4 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2020 - 2024 (4 years)BAMERICAN FAMILY SECURITIES, LLC (CRD# 104433)2005 - 2009 (4 years)BSTATE FARM VP MANAGEMENT CORP. (CRD# 43036)2004 - 2004 (<1 year)
License(s)

State Registrations

IA
California 6/8/2020

B
Oregon 8/23/2024

B
California 8/23/2024

IA
Texas 1/31/2025

IA
Idaho 6/8/2020

IA
Washington 6/12/2020

B
Idaho 8/23/2024

B
Washington 8/23/2024

IA
Oregon 6/11/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC ADVISORY SERVICES, LLC (CRD#:171070)
Bend, OR
3526 SW Troy St,, Portland, OR 97219
Registered with this firm since 6/8/2020

B
OSAIC WEALTH, INC. (CRD#:23131)
3526 SW Troy St, Portland, OR 97219
Registered with this firm since 8/23/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
B
06/05/2020 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Portland, OR
IA
11/05/2013 - 06/11/2020 PRINCIPAL SECURITIES, INC. (CRD#:1137) LAKE OSWEGO, OR
B
10/30/2013 - 06/11/2020 PRINCIPAL SECURITIES, INC. (CRD#:1137) LAKE OSWEGO, OR
IA
12/22/2009 - 10/21/2013 METLIFE SECURITIES INC. (CRD#:14251) BEND, OR
B
01/29/2009 - 10/21/2013 METLIFE SECURITIES INC. (CRD#:14251) BEND, OR
B
01/20/2005 - 01/14/2009 AMERICAN FAMILY SECURITIES, LLC (CRD#:104433) BEND, OR
B
09/13/2004 - 12/06/2004 STATE FARM VP MANAGEMENT CORP. (CRD#:43036) BLOOMINGTON, IL
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B
Broker
IA
Investment Adviser
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.