What changed

Founded Rowland Sullivan Wealth Management, which joins &Partners with $744M in prehire assets and offices in Lake Ozark, MO and Macomb, IL.

Reported / discovered

Sep 24, 2026

Effective

Not reported

New role

Advisor and founder

Previous role

Not reported

Market

Lake Ozark, MO

Reported book

$744M

Reported team size

7 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.