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Mary Ann Sullivan

395 Financial Planning

Mammoth Lakes, CA

CRD 7724750

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Employer firm

395 Financial Planning CRD 335271

47 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
395 Financial Planning

Mammoth Lakes, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-18
  • CA RA
    APPROVED
    Since 2025-04-18

Branch Locations

Mammoth Lakes, CA • 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
South Bay Financial Partners Redondo Beach CA 09/2022 04/2025
Los Angeles Unified School District Los Angeles CA 08/2002 06/2022
Unemployed Los Angeles CA 07/2022 09/2022
395 Financial Planning Llc Mammoth Lakes CA 02/2025 Present
  • 09/2022 → 04/2025
    South Bay Financial Partners
    Redondo Beach, CA
  • 08/2002 → 06/2022
    Los Angeles Unified School District
    Los Angeles, CA
  • 07/2022 → 09/2022
    Unemployed
    Los Angeles, CA
  • 02/2025 → Present
    395 Financial Planning Llc
    Mammoth Lakes, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-06
  • S65 Uniform Investment Adviser Law Examination
    2023-09-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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