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Beau Sullivan

Acorns

College Grove, TN

Irvine, CA

CRD 5151289

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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
TN RA APPROVED 2023-01-31
  • TN RA
    APPROVED
    Since 2023-01-31

Branch Locations

College Grove, TN • 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
Morgan Stanley & Co. Incorporated New York NY 06/2007 09/2016
Black-And-White Capital Lp Los Angeles CA 10/2016 12/2021
Acorns Irvine CA 01/2022 Present
  • 06/2007 → 09/2016
    Morgan Stanley & Co. Incorporated
    New York, NY
  • 10/2016 → 12/2021
    Black-And-White Capital Lp
    Los Angeles, CA
  • 01/2022 → Present
    Acorns
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
S63 Uniform Securities Agent State Law Examination 2010-08-12
  • S66 Uniform Combined State Law Examination
    2022-11-28
  • S63 Uniform Securities Agent State Law Examination
    2010-08-12
Other Names
  • Beau Jon Sullivan

View on SEC IAPD

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