This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ACORNS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 24, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Sep 24, 2014

First registration

Jan 9, 2017

Dual registered

yes, broker-dealer

Other names

JULIE ANN BURNS|Julie Ann Haynor

IAPD individual key

6041776

• Occurred

  Mar 5, 2024
  Advisor changed firm

  Julie Ann Albright left Usa Financial Securities Llc for Acorns (registered 2024-03-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:871f6557-3ffc-acca-015a-493e7ff78f23

First observed

Jan 9, 2017

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.