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Patrick Thomas Bulger

Cetera Investment Advisers LLC

Ft Lauderdale, FL

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-11
  • FL RA
    APPROVED
    Since 2023-05-11

Branch Locations

500 E. Broward Blvd #1710, Ft Lauderdale, FL 33394 • 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
Summit Brokerage Services Inc Boca Raton FL 05/2014 09/2019
Cetera Wealth Services, Llc El Segundo CA 09/2019 Present
Summit Financial Group Inc Boca Raton FL 05/2014 05/2021
Cetera Investment Advisers Llc Schaumburg IL 03/2023 Present
  • 05/2014 → 09/2019
    Summit Brokerage Services Inc
    Boca Raton, FL
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 05/2014 → 05/2021
    Summit Financial Group Inc
    Boca Raton, FL
  • 03/2023 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2014-05-16 → 2021-05-20
    Summit Financial Group Inc
    Ft Lauderdale, FL
  • 2008-01-01 → 2014-05-14
    Wells Fargo Clearing Services, Llc
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Ft. Lauderdale, FL
    Aventura, FL
  • 1999-03-24 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Ft. Lauderdale, FL
    Fort Lauderdale, FL
    St. Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-11-13
  • S63 Uniform Securities Agent State Law Examination
    1997-11-13

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
SOUTHOCEAN CAPITAL PARTNERS, LLC
A1A INVESTMENT PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JULIA I SHERIDAN
ALLEN FREDERICK WEIDMAN
LAUREN M SALAS
DANIEL LEIGH LANDRAU
Paul Blake Giusti
Daniel Tila-Cohen
SAMUEL ALBERT ROTHBERG
Robin Kathleen Catanio

Other Offices

GQG PARTNERS · FORT LAUDERDALE, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ft Lauderdale, FL
MORGAN STANLEY · Fort Lauderdale, FL
WELLS FARGO CLEARING SERVICES, LLC · FORT LAUDERDALE, FL
WELLS FARGO CLEARING SERVICES, LLC · FORT LAUDERDALE, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ft Lauderdale, FL
CITIZENS SECURITIES, INC. · FORT LAUDERDALE, FL
SOUTHOCEAN CAPITAL PARTNERS, LLC · FT. LAUDERDALE, FL

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