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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialistdual registered (broker-dealer)28 years in industry

MICHAEL TERRENCE HULLEN

Advisor at LIBERTY WEALTH MANAGEMENT, LLC

SACRAMENTO, CA | OAKLAND, CA

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Search this name across graphsid dfx:ria:0938d89a-4614-457e-9ec9-a34e44c64759

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 17, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIBERTY WEALTH MANAGEMENT, LLC
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: Aug 25, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S63|S65
First exam: Aug 25, 1998
First registration: Jul 17, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1614485

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIBERTY WEALTH MANAGEMENT, LLC	Independent wealth	May 17, 2018	n/a	yes	OAKLAND, CA\|SACRAMENTO, CA	Current employment
LIBERTY WEALTH MANAGEMENT, LLC	Former SEC adviser	May 21, 2008	Oct 10, 2018	no	ROSEVILLE, CA\|OAKLAND, CA\|OAKLAND, CA	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Jul 20, 2007	May 5, 2008	no	ROSEVILLE, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 1, 2005	Jul 31, 2007	no	ROSEVILLE, CA\|ROSEVILLE, CA	Previous registration
MONY SECURITIES CORPORATION	n/a	Dec 2, 2003	Jun 1, 2005	no	ROSEVILLE, CA	Previous registration
TRUSTED SECURITIES ADVISORS CORP.	n/a	Jul 17, 2002	Dec 2, 2003	no	ROSEVILLE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LIBERTY WEALTH MANAGEMENT, LLC	LIBERTY WEALTH MANAGEMENT, LLC	Oct 10, 2018	May 17, 2018	-146	Channel change	Other
1ST GLOBAL ADVISORS INC	LIBERTY WEALTH MANAGEMENT, LLC	May 5, 2008	May 21, 2008	16	Firm change	Other
EQUITABLE ADVISORS, LLC	1ST GLOBAL ADVISORS INC	Jul 31, 2007	Jul 20, 2007	-11	Firm change	Other
MONY SECURITIES CORPORATION	EQUITABLE ADVISORS, LLC	Jun 1, 2005	Jun 1, 2005	0	Bulk transfer	Other
TRUSTED SECURITIES ADVISORS CORP.	MONY SECURITIES CORPORATION	Dec 2, 2003	Dec 2, 2003	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106036:286001:CA:2018-10-10	Oct 10, 2018	May 17, 2018	OAKLAND, CA	Firm change after gap

Relationships

Registered with (6)

→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 17, 2018 to presentfactForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 21, 2008 to Oct 10, 2018factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Jul 20, 2007 to May 5, 2008factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 1, 2005 to Jul 31, 2007factForm ADV
→ MONY SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 2, 2003 to Jun 1, 2005factForm ADV
→ TRUSTED SECURITIES ADVISORS CORP.Registered adviserregistration: previous registration
Jul 17, 2002 to Dec 2, 2003factForm ADV

Dated events

No dated event names this entity yet.