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TS

Thomas E. Sullivan

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CRD#: 2259051
TS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Edward Sullivan, who also goes by Tom Sullivan, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1993. Thomas had worked at 10 firms and has passed the Series 66, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Sullivan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 26, 2019 - May 6, 2022

ACKRELL CAPITAL, LLC

BD
CRD#: 129847
SAN FRANCISCO, CA
Past

September 30, 2015 - May 6, 2019

PIPER SANDLER & CO.

BD
CRD#: 665
SAN FRANCISCO, CA
Past

September 6, 2013 - September 29, 2015

RIVER BRANCH CAPITAL LLC

BD
CRD#: 153272
SAN FRANCISCO, CA
Past

April 19, 2011 - September 12, 2013

FOCUSPOINT PRIVATE CAPITAL GROUP

BD
CRD#: 122341
SAN FRANCISCO, CA
Past

December 10, 2010 - March 11, 2011

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
SAN FRANCISCO, CA
Past

July 21, 2010 - March 11, 2011

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
SAN FRANCISCO, CA
Past

November 3, 2000 - December 31, 2008

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
SAN FRANCISCO, CA
Past

April 17, 1998 - September 20, 2002

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

March 2, 1998 - May 1, 1998

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

October 6, 1995 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

December 8, 1994 - June 5, 1995

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

January 12, 1993 - September 15, 1994

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/8/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
ACKRELL CAPITAL, LLC
ACKRELL CAPITAL, LLC

CRD#: 129847 / SEC#: , 8-66265

BD
Termination Requested by SEC on 09/11/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/20/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACKRELL, MICHAEL KEVINMANAGING PARTNER,CHIEF COMPLIANCE OFFICER
POSTREL, HELENE BERSONPFO, POO

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACKRELL CAPITAL, LLC

CRD#: 129847

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