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Current Employers
Bull Harbor Capital Llc.

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-01-01
CA RA APPROVED 2025-01-01
CO RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
NV RA APPROVED 2025-01-01
OK RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
SC RA APPROVED 2025-01-01
MA RA APPROVED 2024-09-26
AZ RA APPROVED 2024-02-21
NH RA APPROVED 2023-12-18
CT RA APPROVED 2023-12-14
IL RA APPROVED 2023-12-14
NJ RA APPROVED 2023-12-14
NY RA APPROVED 2023-12-14
NC RA APPROVED 2023-12-14
OH RA APPROVED 2023-12-14
PA RA APPROVED 2023-12-14
TX RA APPROVED 2023-12-14
WA RA APPROVED 2023-12-14
  • AR RA
    APPROVED
    Since 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2024-09-26
  • AZ RA
    APPROVED
    Since 2024-02-21
  • NH RA
    APPROVED
    Since 2023-12-18
  • CT RA
    APPROVED
    Since 2023-12-14
  • IL RA
    APPROVED
    Since 2023-12-14
  • NJ RA
    APPROVED
    Since 2023-12-14
  • NY RA
    APPROVED
    Since 2023-12-14
  • NC RA
    APPROVED
    Since 2023-12-14
  • OH RA
    APPROVED
    Since 2023-12-14
  • PA RA
    APPROVED
    Since 2023-12-14
  • TX RA
    APPROVED
    Since 2023-12-14
  • WA RA
    APPROVED
    Since 2023-12-14

Branch Locations

River Vale, NJ • United States

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • 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
Guardian Life Insurance New York NY 04/2004 11/2023
Park Avenue Securities New York NY 05/2004 11/2023
Bull Harbor Capital, Llc Bethesda MD 11/2023 Present
  • 04/2004 → 11/2023
    Guardian Life Insurance
    New York, NY
  • 05/2004 → 11/2023
    Park Avenue Securities
    New York, NY
  • 11/2023 → Present
    Bethesda, MD
Previous Registrations
Other Businesses

1) Shaun H. Trimblett Revocable Trust-husband Start: 07/02/2020 Address: N/A 1 hour per month, 1 during securities trading hours Not Investment related No annual compensation 2) Justine Perdomo Revocable Trust - Trustee Start: 7/02/2020 Address: N/A 1 hr per month, 1 hr during securities trading hours Not investment related No compensation 3) Consulting-Providing consulting and analytics to another broker in exchange for compensation. , Start: 06/22/2021, Address: 594 Whitenack Rd. River Vale, NJ 07675, 15 hours per month, 0 during securities trading hours Not Investment related Less than 10% annual compensation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-02
  • S66 Uniform Combined State Law Examination
    2003-07-02

View on SEC IAPD

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