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Mark Carlson Sullivan

Mount Vernon Associates Inc

Baltimore, MD

CRD 1302578

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Employer firm

Mount Vernon Associates Inc CRD 107099

$233M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Mount Vernon Associates Inc

575 S Charles Street, Ste 401, Baltimore, MD 21201 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 1994-03-31
  • MD RA
    APPROVED
    Since 1994-03-31

Branch Locations

6500 Falls Road, Baltimore, MD 21209 • 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
Mount Vernon Associates, Inc. Baltimore MD 02/1994 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-28
S63 Uniform Securities Agent State Law Examination 1984-09-29
  • S65 Uniform Investment Adviser Law Examination
    1992-04-28
  • S63 Uniform Securities Agent State Law Examination
    1984-09-29
Other Names
  • Sully Sullivan

View on SEC IAPD

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Nearby Investors

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Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

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