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James E. Sullivan

MemberBeaird Harris Wealth Management, LLCCRD 4245495

About James E. Sullivan

James E. Sullivan is listed as Member at Beaird Harris Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Beaird Harris Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does James E. Sullivan work?

James E. Sullivan is listed as Member at Beaird Harris Wealth Management, LLC on SEC Form ADV.

How much of Beaird Harris Wealth Management, LLC does James E. Sullivan own?

Form ADV reports a beneficial ownership band of Over 75%.

Beaird Harris Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2019
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