Best Investors Account Sign in
Inactive

Patrick Joseph Sullivan

Frank, Rimerman Advisors LLC

Palo Alto, CA

Claim This Profile
Current Employers
Frank, Rimerman Advisors Llc

1801 Page Mill Road, Palo Alto, CA 94304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-14
CA RA APPROVED 2025-12-12
  • TX RA
    APPROVED
    Since 2026-05-14
  • CA RA
    APPROVED
    Since 2025-12-12

Branch Locations

1801 Page Mill Rd, Palo Alto, CA 94304 • 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
Frank, Rimerman Advisors, Llc Palo Alto CA 02/2003 Present
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor