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Christopher James Bulman

Bulman Wealth Group

Roseville, CA

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Current Employers
Bulman Wealth Group

3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-14
CA RA APPROVED 2021-04-30
  • TX RA
    APPROVED_RES
    Since 2022-07-14
  • CA RA
    APPROVED
    Since 2021-04-30

Branch Locations

3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Life Insurance Corp. Lincoln NE 02/2006 Present
Otellus San Francisco CA 05/2005 12/2019
Retirement Wealth Advisors, Llc Grand Rapids MI 02/2016 08/2023
Tcm Securities Woodstock GA 02/2016 08/2019
World Equity Group Arlington Heights IL 08/2019 11/2021
Chris Bulman Inc. Dba Bulman Wealth Group Roseville CA 03/2021 Present
Chris Bulman Inc. Dba Bwg Insurance Agency Roseville CA 07/2018 Present
Chris Bulman Inc. Dba Bulman Wealth Group Roseville CA 07/2018 Present
  • 02/2006 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 05/2005 → 12/2019
    Otellus
    San Francisco, CA
  • 02/2016 → 08/2023
    Retirement Wealth Advisors, Llc
    Grand Rapids, MI
  • 02/2016 → 08/2019
    Tcm Securities
    Woodstock, GA
  • 08/2019 → 11/2021
    World Equity Group
    Arlington Heights, IL
  • 03/2021 → Present
    Chris Bulman Inc. Dba Bulman Wealth Group
    Roseville, CA
  • 07/2018 → Present
    Chris Bulman Inc. Dba Bwg Insurance Agency
    Roseville, CA
  • 07/2018 → Present
    Chris Bulman Inc. Dba Bulman Wealth Group
    Roseville, CA
Previous Registrations
  • 2016-02-11 → 2023-08-23
    Roseville, CA
    Roseville, CA
    Roseville, CA
  • 2010-01-28 → 2016-02-10
    Ameritas Investment Company, Llc
    San Jose, CA
    Roseville, CA
    Lincoln, NE
    Roseville, CA
    Cupertino, CA
    San Jose, CA
  • 2004-01-01 → 2005-05-04
    Wells Fargo Investments, Llc
    San Francisco, CA
Other Businesses

Ameritas Life Insurance Corp; Investment-related; 5900 O Street, Lincoln, NE 68510; Licensed Agent. Life insurance sales; Started 02/2006; 5 hours per week; 5 hours per week during securities trading hours; Help manage a team of life insurance sales people who's primary goal is to sell Ameritas Life Insurance. BWG Insurance Agency; Investment-related; 2530 Douglas Blvd, Ste 170 Roseville, CA 95661; Owner/President/Agent dba name for Financial planning related to insurance sales. Started 07/2015; 50 hours per month; 40 hours during securities trading hours. Insurance sales for clients as their needs warrant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-23
S63 Uniform Securities Agent State Law Examination 2001-11-08
  • S66 Uniform Combined State Law Examination
    2003-12-23
  • S63 Uniform Securities Agent State Law Examination
    2001-11-08
Other Names
  • Chris James Bulman

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