Best Investors Account Sign in
Inactive

John Leighton Sullivan

Curated Wealth Partners, LLC

El Segundo, CA

Claim This Profile
Current Employers
Curated Wealth Partners, Llc

2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-26
  • CA RA
    APPROVED
    Since 2024-11-26

Branch Locations

2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 08/2013 07/2017
Curated Wealth Partners Los Angeles CA 01/2023 Present
Asana Partners Los Angeles CA 05/2018 12/2022
Thompson Research Group Nashville TN 08/2017 05/2018
  • 08/2013 → 07/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Columbia, SC
  • 01/2023 → Present
    Curated Wealth Partners
    Los Angeles, CA
  • 05/2018 → 12/2022
    Asana Partners
    Los Angeles, CA
  • 08/2017 → 05/2018
    Thompson Research Group
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-23
S66 Uniform Combined State Law Examination 2015-11-29
  • S65 Uniform Investment Adviser Law Examination
    2024-11-23
  • S66 Uniform Combined State Law Examination
    2015-11-29
Other Names
  • John Sullivan

View on SEC IAPD

Other Firms

MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SOLACE CAPITAL PARTNERS, L.P.
STRANDVIEW CAPITAL, LLC
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
EDWARD JONES

Other Investors

JAN YVONNE MILLER
LIGAYA JUNG GUDERIAN
MICHAEL J HATCH
MICHAEL DEAN RUDKIN
Laura Jarris Martin
MICHAEL ALLEN WILHITE
JAMES ROBERT MANION
RISHI D MANGAL

Other Offices

MORGAN STANLEY · El Segundo, CA
WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EL SEGUNDO, CA
SOLACE CAPITAL PARTNERS, L.P. · EL SEGUNDO, CA
STRANDVIEW CAPITAL, LLC · EL SEGUNDO, CA
UBS FINANCIAL SERVICES INC. · El Segundo, CA
UBS FINANCIAL SERVICES INC. · El Segunda, CA

More in El Segundo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor