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Julie Ann Albright

Acorns

Sparta, MI

Irvine, CA

CRD 6041776

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Employer firm

Acorns CRD 165926

$13.4B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Acorns

5300 California Avenue, Irvine, CA 92617 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-19
  • MI RA
    APPROVED
    Since 2024-03-19

Branch Locations

Sparta, MI • United States

5300 California Avenue, Irvine, CA 92617 • 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
Usa Financial Securities Ada MI 03/2016 03/2024
Acorns Irvine CA 03/2024 Present
  • 03/2016 → 03/2024
    Usa Financial Securities
    Ada, MI
  • 03/2024 → Present
    Acorns
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-06
S63 Uniform Securities Agent State Law Examination 2014-09-24
  • S66 Uniform Combined State Law Examination
    2017-01-06
  • S63 Uniform Securities Agent State Law Examination
    2014-09-24
Other Names
  • Julie Ann Burns
  • Julie Ann Haynor

View on SEC IAPD

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