DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Bruce Craig Mcculloch
Feed of 09/14/2026
Also filed as B C Mcculloch
At current firm
7 y
since Mar 14, 2019
In the industry
42 y
since Feb 23, 1984 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Allstate Financial Advisors, LLC BD affiliated currentsince Mar 14, 2019 · Washington Crossing, Pa
- Sorrento Pacific Financial, LLC formerNov 16, 2018 to Dec 20, 2018 · Radnor, Pa
- John Hancock Investment Management LLC asset managerDec 9, 2008 to May 6, 2010 · Wayne, Pa
- John Hancock Distributors LLC unclassifiedSep 15, 2005 to Dec 31, 2006 · Wayne, Pa
- Essex National Securities, Inc. formerNov 12, 2003 to Mar 7, 2006 · Napa, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sorrento Pacific Financial, LLC to Allstate Financial Advisors, LLCleft Dec 20, 2018, registered Mar 14, 2019 (84 days) · RIA to affiliated broker-dealer or bank
- John Hancock Investment Management LLC to Sorrento Pacific Financial, LLCleft May 6, 2010, registered Nov 16, 2018 (3116 days) · Other
- John Hancock Distributors LLC to John Hancock Investment Management LLCleft Dec 31, 2006, registered Dec 9, 2008 (709 days) · Other
- Essex National Securities, Inc. to John Hancock Distributors LLCleft Mar 7, 2006, registered Sep 15, 2005 (-173 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address