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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

David Martin Bullock

Advisor at EDWARD JONES

REDDING, CA

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Search this name across graphsid dfx:ria:f7679c5a-e4c1-b771-2f13-e723292d4c55

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2003 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: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 18, 2001
First registration: Oct 27, 2003
Dual registered: yes, broker-dealer
Other names: MARTY BULLOCK
IAPD individual key: 4335805

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
EDWARD JONES	National bd RIA	Sep 14, 2018	n/a	yes	REDDING, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 10, 2010	Oct 29, 2018	no	REDDING, CA\|REDDING, CA\|REDDING, CA\|REDDING, CA\|REDDING, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 4, 2011	no	Redding, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	REDDING, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 27, 2003	Apr 2, 2007	no	REDDING, CA\|REDDING, 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
LPL FINANCIAL LLC	EDWARD JONES	Oct 29, 2018	Sep 14, 2018	-45	Firm change after gap	RIA to ibd
MORGAN STANLEY	LPL FINANCIAL LLC	Jan 4, 2011	Dec 10, 2010	-25	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
Sep 14, 2018 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 10, 2010 to Oct 29, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 4, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 27, 2003 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.