Best Investors Account Sign in
Inactive

April Michelle Sullivan

Corient

Menlo Park, CA

Claim This Profile
Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-20
  • CA RA
    APPROVED
    Since 2023-01-20

Branch Locations

1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Investment Management, Inc. San Francisco CA 09/2015 04/2017
Curran And Lewis Redwood City CA 06/2017 11/2017
Amazon Logistics So. San Francisco CA 09/2017 07/2018
Brownson, Rehmus & Foxworth Menlo Park CA 07/2018 12/2019
Portola Partners Menlo Park CA 01/2020 03/2023
Corient Menlo Park CA 01/2023 Present
Corient Services Llc Miami FL 01/2024 Present
  • 09/2015 → 04/2017
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 06/2017 → 11/2017
    Curran And Lewis
    Redwood City, CA
  • 09/2017 → 07/2018
    Amazon Logistics
    So. San Francisco, CA
  • 07/2018 → 12/2019
    Brownson, Rehmus & Foxworth
    Menlo Park, CA
  • 01/2020 → 03/2023
    Portola Partners
    Menlo Park, CA
  • 01/2023 → Present
    Corient
    Menlo Park, CA
  • 01/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2022-05-23 → 2023-03-31
    Portola Partners
    Menlo Park, CA
  • 2019-02-20 → 2019-12-31
    Brownson, Rehmus & Foxworth, Inc.
    Menlo Park, CA
  • 2017-03-27 → 2017-04-12
    J.P. Morgan Private Wealth Advisors Llc
    Menlo Park, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-23
S65 Uniform Investment Adviser Law Examination 2022-05-21
S66 Uniform Combined State Law Examination 2017-03-24
  • S63 Uniform Securities Agent State Law Examination
    2025-08-23
  • S65 Uniform Investment Adviser Law Examination
    2022-05-21
  • S66 Uniform Combined State Law Examination
    2017-03-24

View on SEC IAPD

More in Menlo Park, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor