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Charles A Bullard

J.P. Morgan Securities LLC

Irving, TX

Irving, TX

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-22
  • TX RA
    APPROVED
    Since 2023-06-22

Branch Locations

8585 Mcarthur Blvd., Irving, TX 75063 • United States

7825 North Macarthur Blvd., Irving, TX 75063 • 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
Td Ameritrade Bellevue NE 12/2007 02/2022
Fisher Investments Plano TX 03/2022 06/2023
J.P. Morgan Securities Llc Irving TX 06/2023 Present
Jpmorgan Chase Bank, N.A. Irving TX 06/2023 Present
Charles Schwab & Co Bellevue NE 12/2007 02/2022
Charles Schwab & Co., Inc Bellevue NE 01/2022 02/2022
Td Ameritrade Investment Management, Llc Bellevue NE 11/2013 02/2022
Td Ameritrade, Inc Bellevue NE 05/2011 02/2022
  • 12/2007 → 02/2022
    Td Ameritrade
    Bellevue, NE
  • 03/2022 → 06/2023
    Fisher Investments
    Plano, TX
  • 06/2023 → Present
    J.P. Morgan Securities Llc
    Irving, TX
  • 06/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Irving, TX
  • 12/2007 → 02/2022
    Charles Schwab & Co
    Bellevue, NE
  • 01/2022 → 02/2022
    Charles Schwab & Co., Inc
    Bellevue, NE
  • 11/2013 → 02/2022
    Td Ameritrade Investment Management, Llc
    Bellevue, NE
  • 05/2011 → 02/2022
    Td Ameritrade, Inc
    Bellevue, NE
Previous Registrations
  • 2022-03-18 → 2023-06-22
    Fisher Investments
    Plano, TX
    Plano, TX
  • 2022-01-26 → 2022-02-10
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 2014-01-03 → 2022-02-10
    Td Ameritrade, Inc.
    Omaha, NE
    Fort Worth, TX
    Westlake, TX
  • 2014-01-01 → 2022-02-10
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-30
S63 Uniform Securities Agent State Law Examination 2010-07-26
  • S66 Uniform Combined State Law Examination
    2013-12-30
  • S63 Uniform Securities Agent State Law Examination
    2010-07-26
Other Names
  • Charles A Bullard
  • Charles A Bullard
  • Charles Bullard

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX
EDWARD JONES · IRVING, TX
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U.S. BANCORP ADVISORS, LLC · Irving, TX
LPL FINANCIAL LLC · IRVING, TX
KESTRA ADVISORY SERVICES, LLC · IRVING, TX

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