Edmund Sullivan is a CFA-designated registered investment advisor, based in Argyle, TX, with 18 years of industry experience.
Location
Argyle, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
August 2020 - Present · 5 yrs 9 mos
T. Rowe Price Associates, INC.
August 2020 - Present · 5 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Burnett Financial Group
August 2019 - August 2020 · 1 yr
Blackrock Investment Management, LLC
September 2017 - August 2019 · 1 yr 11 mos
Blackrock Investments, LLCBroker
September 2017 - August 2019 · 1 yr 11 mos
Dimensional Fund Advisors LP
June 2013 - August 2017 · 4 yrs 2 mos
Dfa Securities LLCBroker
May 2013 - August 2017 · 4 yrs 3 mos
Grant Williams L.P.Broker
December 2007 - June 2013 · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.