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CRD#: 3953
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for AMIVEST CORPORATION Comes From
Understanding the Statistics for AMIVEST CORPORATION and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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Firm Disclosures
Regulatory Event
2
FIRM INFORMATION
Established
Delaware since 01/10/1969
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at AMIVEST CORPORATION
Thomas Jefferson Sullivan III
IAR
RR
CRD#: 7605403
Location:
Fredericksburg, VA 22401
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
3 years
Patrick Harold Oleary
IAR
RR
CRD#: 2759083
Christopher Carreon
IAR
CRD#: 6380811
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
10 years
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