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Registered advisor
T•••••• R•••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Theresa Marie Barulich
At current firm
2 y
since Nov 22, 2023
In the industry
24 y
since Nov 14, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- J••• M••••• S••••••••• L•• wirehouse currentsince Nov 22, 2023 · Angels Camp, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerAug 2, 2022 to Mar 19, 2025 · Palo Alto, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 13, 2006 to Sep 1, 2022 · Palo Alto, Ca
- W•••• F•••• I••••••••• L•• unclassifiedJan 6, 2003 to Nov 14, 2006 · Palo Alto, Ca
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• P•••••• W••••• A••••••• L•• to J••• M••••• S••••••••• L••left Mar 19, 2025, registered Nov 22, 2023 (-483 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• P•••••• W••••• A••••••• L••left Sep 1, 2022, registered Aug 2, 2022 (-30 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- W•••• F•••• I••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 14, 2006, registered Nov 13, 2006 (-1 days) · Other
Signals
- T•••••• R••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L•• (registered 2022-08-02)Sep 1, 2022 · Advisor changed firm · fact
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
- Wirehousederived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address