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Advisor at BULMAN WEALTH GROUP
ROSEVILLE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BULMAN WEALTH GROUP | Independent wealth | Apr 30, 2021 | n/a | yes | ROSEVILLE, CA | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Feb 11, 2016 | Aug 23, 2023 | no | Roseville, CA|Roseville, CA|ROSEVILLE, CA | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jan 28, 2010 | Feb 10, 2016 | no | SAN JOSE, CA|ROSEVILLE, CA|LINCOLN, NE|ROSEVILLE, CA|CUPERTINO, CA|SAN JOSE, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jan 1, 2004 | May 4, 2005 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | BULMAN WEALTH GROUP | Aug 23, 2023 | Apr 30, 2021 | -845 | Firm change after gap | Other |
| AMERITAS ADVISORY SERVICES | BROOKSTONE WEALTH ADVISORS, LLC | Feb 10, 2016 | Feb 11, 2016 | 1 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | AMERITAS ADVISORY SERVICES | May 4, 2005 | Jan 28, 2010 | 1,730 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137658:313552:CA:2023-08-23 | Aug 23, 2023 | Apr 30, 2021 | ROSEVILLE, CA | Firm change after gap |