Unclaimed Profile

Arlo Bryan Sullivan

WEALTHSOURCE PARTNERS, LLC·SAN LUIS OBISPO, California

Series 7, Series 9, Series 10, Series 31, Series 63, Series 6529 years registeredWEALTHSOURCE PARTNERS, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 2209899Firm CRD# 282202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arlo Bryan Sullivan · SAN LUIS OBISPO, CA

Registration

CRD #2209899 · WEALTHSOURCE PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSOURCE PARTNERS, LLC

ONEDIGITAL

Feb 2024 – Jan 2026

PACE, FL

WEALTHSOURCE®

Mar 2016 – Oct 2024

SAN LUIS OBISPO, CA

WELLSOURCE CAPITAL PARTNERS, LLC

Jan 2015 – Mar 2015

SAN LUIS OBISPO, CA

WELLSOURCE CAPITAL PARTNERS, LLC

May 2013 – Dec 2014

SAN LUIS OBISPO, CA

VELLUM FINANCIAL, LLC

Feb 2010 – Dec 2017

ARROYO GRANDE, CA

VELLUM FINANCIAL, LLC

Sep 2009 – Dec 2009

SAN LUIS OBISPO, CA

UBS FINANCIAL SERVICES INC.

May 2006 – Sep 2009

SAN LUIS OBISPO, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 1997 – May 2006

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2018Customer Dispute·Settled

2001Customer Dispute·Denied

2000Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTHSOURCE PARTNERS, LLC

CRD 282202 · SEC 801-107199

AUM

$2.1B

Regulatory assets under management

Employees

6,245 client accounts

Services offered by WEALTHSOURCE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSOURCE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Arlo Bryan Sullivan offer?

Arlo Bryan Sullivan specializes in Financial Planning, Investment Management, Wealth Management.

What are Arlo Bryan Sullivan's credentials?

Arlo Bryan Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arlo Bryan Sullivan located?

Arlo Bryan Sullivan is based in SAN LUIS OBISPO, California, last registered with WEALTHSOURCE PARTNERS, LLC.

How does Arlo Bryan Sullivan charge for services?

Arlo Bryan Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHSOURCE PARTNERS, LLC?

WEALTHSOURCE PARTNERS, LLC has approximately 50 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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