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Acorns CRD 165926
$13.4B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5300 California Avenue, Irvine, CA 92617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-12-04 |
Branch Locations
5300 California Avenue, Irvine, CA 92617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2022 | 07/2023 |
| J.H. Lynch & Sons, Co. | Cumberland | RI | 05/2020 | 04/2022 |
| Cw Lanes And Games | Lincoln | RI | 06/2018 | 08/2018 |
| Providence College | Providence | RI | 08/2018 | 05/2022 |
| Lincoln High School | Lincoln | RI | 09/2014 | 06/2018 |
| Ajm Media, Llc | Lincoln | RI | 08/2020 | Present |
| Fidelity Investments | Smithfield | RI | 05/2024 | 05/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 06/2025 | 11/2025 |
| Gap Of Employment | Lincoln | RI | 07/2023 | 05/2024 |
| Bank Of America, N.A. | Lincoln | RI | 08/2025 | 11/2025 |
| Acorns | Irvine | CA | 11/2025 | Present |
Name of OBA: AJM Media, LLC Address: 196 Old River Road, Apt 304, Lincoln, Rhode Island 02865 Investment Related: No Nature: Social Media Marketing Position, Title, Association: Employee, Owner Employee Start Date: 08/18/2020 No Hours: 15 weekly No Hours during trading: 0 weekly Duties: Video editing, media posting, graphic design for clients, content creation and social media management for other people
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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