Edward Joseph Bunting

Current Employers

Employment History

• 07/2013 → Present
  Mutual Securities, Inc
  Camarillo, CA
• 03/2016 → Present
  Mutual Advisors, Llc
  Omaha, NE

Previous Registrations

• 2013-07-31 → 2016-03-03
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
• 2009-06-01 → 2013-08-07
  Morgan Stanley
  Roseville, CA
• 2007-12-17 → 2009-06-01
  Morgan Stanley & Co. Llc
  Roseville, CA
• 2003-07-01 → 2007-12-19
  Wells Fargo Clearing Services, Llc
  Roseville, CA
  Roseville, CA
  Sacramento, CA
• 1998-06-15 → 2003-07-01
  Prudential Equity Group, Llc
  Roseville, CA

Other Businesses

1. CARMICHAEL ROTARY CLUB, START: 07/01/2020, 6700 TARSHES DRIVE, CARMICHAEL, CA 95608, NON-PROFIT ORGANIZATION, CLUB SERVICE, SUPPORTING THE SERVICE WORK THE ROTARY ORGANIZATION DOES IN THE COMMUNITY, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. SULLIVAN WEALTH MANAGEMENT ADVISORS, LLC., START DATE: 03/01/2016, 3721 DOUGLAS BLVD., STE. 205, ROSEVILLE, CA 95661, RIA/INSURANCE AGENCY/BROKERAGE, MANAGING PARTNER, COMPREHENSIVE WEALTH MANAGEMENT PRACTICE, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 3. INDEPENDENT INSURANCE AGENT,SOLE PROPRIETOR, START: 07/01/2013, 3721 DOUGLAS BLVD., STE. 205, ROSEVILLE, CA 95661, SELF/SOLE PROPRIETOR, INSURANCE TRANSACTIONS, INSURANCE AGENT, SELLING INSURANCE PRODUCTS SUCH AS TERM LIFE INSURANCE, LIFE INSURANCE, LTC, HEALTH INSURANCE, ETC., NOT INVESTMENT RELATED, 5 HOURS PER MONTH, .25 HOURS PER DAY DURING TRADING HOURS. 4. HEALTH INSURANCE AGENT, START DATE: 12/01/2018, 3721 DOUGLAS BLVD., STE. 205, ROSEVILLE, CA 95661, SELF, HEALTH INSURANCE, AGENT, HEALTH INSURANCE AGENT REFERRING BUSINESS TO CALIFORNIA CHOICE, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-01
• S63 Uniform Securities Agent State Law Examination
  1998-04-20

Other Names

• Ed Bunting