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Scott Douglas Bulmer

Osaic Wealth, Inc.

Oklahoma City, OK

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-20
OK RA APPROVED 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-20
  • OK RA
    APPROVED
    Since 2024-06-14

Branch Locations

918 Sw 107Th St Ste 100, Oklahoma City, OK 73170 • 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
Proequities, Inc. Oklahoma City OK 03/2011 03/2018
Securities America, Inc. Oklahoma City OK 03/2018 06/2024
Securities America Advisors Oklahoma City OK 03/2018 06/2024
Osaic Wealth, Inc. Oklahoma City OK 06/2024 Present
Osaic Wealth, Inc. Oklahoma City OK 06/2024 Present
  • 03/2011 → 03/2018
    Proequities, Inc.
    Oklahoma City, OK
  • 03/2018 → 06/2024
    Securities America, Inc.
    Oklahoma City, OK
  • 03/2018 → 06/2024
    Securities America Advisors
    Oklahoma City, OK
  • 06/2024 → Present
    Oklahoma City, OK
  • 06/2024 → Present
    Oklahoma City, OK
Previous Registrations
  • 2018-03-29 → 2024-06-14
    Securities America Advisors, Inc.
    Oklahoma City, OK
    Oklahoma City, OK
  • 2011-03-28 → 2018-04-02
    Concourse Financial Group Securities, Inc.
    Oklahoma City, OK
    Oklahoma City, OK
    Middletown, CT
    Oklahoma City, OK
  • 2002-04-03 → 2011-03-31
    Tulsa, OK
    Oklahoma City, OK
    Oklahoma City, OK
Other Businesses

**Blue Cross/Blue Shield Position: Insurance agent Nature: Health Insurance Investment Related: No Hours: 10 Securities Trading Hours: 5 Start Date: 01/01/2000 Address: 3817 N.W. Expressway, Suite 300, Oklahoma City OK 73112 **SECURITIES AMERICA ADVISORS POSITION: Financial Advisor NATURE: Securities Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/02/2018 ADDRESS: 918 SW 107th St Ste 100, OKC OK 73170 **FUTURITY FIRST INSURANCE GROUP POSITION: Financial Advisor NATURE: Futurity First Insurance Group INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2006 ADDRESS: 918 SW 107, Ste 100, Oklahoma City OK 73170 DESCRIPTION: FMO for life, annuities, long-term care **BULMER FINANCIAL GROUP POSITION: Financial Advisor NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2015 ADDRESS: 918 SW 107, Ste 100, OKC OK 73170 DESCRIPTION: Financial Advising duties, independent insurance duties. **SDB54LLC POSITION: I am the principal member of the LLC NATURE: I built a small office building in which I occupy 40 % of it. I sublease out the other two spaces to two different lawyers. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 918 SW 107, Ste. 100, Oklahoma City OK 73170 DESCRIPTION: I own the office building and sublease out two spaces to two different lawyers. At present I am not drawing any personal income from the rent that I receive. I use it for the loan payment, property insurance and taxes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-27
S63 Uniform Securities Agent State Law Examination 1996-10-11
  • S65 Uniform Investment Adviser Law Examination
    2000-07-27
  • S63 Uniform Securities Agent State Law Examination
    1996-10-11
Other Names
  • Scott D Bulmer

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