Antone Steven Bulich

Current Employers

Chimera Wealth

Pacific Grove, CA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-01-27
WA	RA	APPROVED	2021-04-21
CA	RA	APPROVED	2020-12-22

TX RA
APPROVED_RES

Since 2022-01-27
WA RA
APPROVED

Since 2021-04-21
CA RA
APPROVED

Since 2020-12-22

Branch Locations

Pacific Grove, CA • 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

Organization	City	State	From	To
Protected Investors Of America	Santa Rosa	CA	04/2015	03/2018
Cambridge Investment Research, Inc.	Fairfield	IA	05/2016	03/2018
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	05/2016	03/2018
Next Financial Group, Inc.	Houston	TX	07/2018	11/2018
Oracle	Rocklin	CA	03/2018	08/2020
Crosscountry Mortgage, Inc.	Oakdale	CA	08/2020	03/2022
Chimera Wealth Llc	Gold River	CA	11/2020	Present

04/2015 → 03/2018

Protected Investors Of America

Santa Rosa, CA
05/2016 → 03/2018

Cambridge Investment Research, Inc.

Fairfield, IA
05/2016 → 03/2018

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
07/2018 → 11/2018

Next Financial Group, Inc.

Houston, TX
03/2018 → 08/2020

Oracle

Rocklin, CA
08/2020 → 03/2022

Crosscountry Mortgage, Inc.

Oakdale, CA
11/2020 → Present

Chimera Wealth Llc

Gold River, CA

Previous Registrations

2018-07-25 → 2018-11-16

Next Financial Group, Inc.

Sacramento, CA
2016-06-10 → 2018-11-15

Cambridge Investment Research Advisors, Inc.

Santa Rosa, CA
2015-05-01 → 2016-07-29

Protected Investors Of America

Santa Rosa, CA
2012-12-14 → 2015-05-07

Waddell & Reed

Sacramento, CA

Other Businesses

1. Financial Analyst; PowerSchool; Is the business investment related: No; Location of the business: 150 Parkshore Dr. Folsom CA 95630 US; oba street address: 150 Parkshore Dr.; Description of the business: The company sells cloud technology to school districts.; Responsibilities Duties: Reviewing deal pricing with school districts to ensure profitability.; Start date with business: 2023-11-06; Hours per month devoted to business during trading hours: 80; Hours per month devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 75;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-13

S66 Uniform Combined State Law Examination

2012-12-13

Other Names

Antone Steven Bulich
Antone Steven Bulich
Antone Steven Bulich

View on SEC IAPD