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3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| CA | RA | APPROVED | 2021-07-06 |
Branch Locations
3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors Llc | Pleasanton | CA | 09/2016 | 08/2023 |
| Bulman Wealth Group Dba Bwg Insurance Agency | Roseville | CA | 04/2014 | Present |
| Integrated Financial Settlements Dba Bulman Wealth Group | Roseville | CA | 10/2018 | 07/2021 |
| Chris Bulman Inc. | Roseville | CA | 07/2021 | Present |
1) 04/2014 - Present; Bulman Wealth Group dba BWG Insurance Agency; Investment-related; 3400 Douglas Blvd, Ste 265, Roseville, CA 95661; Insurance sales and financial advisory; Agent/Partner; Approximately 45 hours per month (25 hours per month during securities trading hours); Independently sell insurance (life, disability, long term care) as well as annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-02 |
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