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Shane Michael Bulgerin

Corda Investment Management, LLC

Houston, TX

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Current Employers
Corda Investment Management, Llc

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-10
  • TX RA
    APPROVED
    Since 2022-05-10

Branch Locations

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • 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
Churchill Management Los Angeles CA 11/2015 06/2020
Unemployed Canyon Lake TX 06/2020 04/2022
Corda Investment Management, Llc Houston TX 04/2022 Present
  • 11/2015 → 06/2020
    Churchill Management
    Los Angeles, CA
  • 06/2020 → 04/2022
    Unemployed
    Canyon Lake, TX
  • 04/2022 → Present
    Corda Investment Management, Llc
    Houston, TX
Previous Registrations
  • 2015-11-17 → 2020-06-10
    Churchill Management Group
    Canyon Lake, TX
  • 2013-01-09 → 2015-11-11
    Td Ameritrade, Inc.
    Austin, TX
  • 2013-01-09 → 2015-11-11
    Td Ameritrade Investment Management, Llc
    Auttin, TX
  • 2012-08-29 → 2013-01-07
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Austin, TX
    Austin, TX
    Austin, TX
  • 2008-04-09 → 2009-03-27
    Citigroup Global Markets Inc.
    Jacksonville, FL
  • 2007-08-23 → 2008-02-28
    Td Ameritrade, Inc.
    Austin, TX
  • 2007-08-23 → 2008-02-28
    Td Ameritrade Investment Management, Llc
    Austin, TX
  • 2007-04-16 → 2007-08-13
    Usaa Investment Services Company
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-27
  • S66 Uniform Combined State Law Examination
    2012-08-27
Other Names
  • Shane Bulgerin
  • Shane M Bulgerin

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
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AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
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