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Bull Harbor Capital LLC. CRD 324995
$355M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-21 |
| OR | RA | APPROVED | 2023-08-21 |
| WA | RA | APPROVED | 2023-08-21 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Kirkland | WA | 12/2020 | 08/2023 |
| Self | Bothell | WA | 01/2010 | 12/2020 |
| Park Avenue Securities | Kirkland | WA | 10/2021 | 08/2023 |
| Bull Harbor Capital | Bethesda | MD | 08/2023 | Present |
1. Profits from Children's book, Start date: 08/01/2021, Address: N/A 0.5 total hours per month; 0 during securities trading hours, Not Investment related, Less than 10% annual compensation, 2) Women in Bio-Sponsorship Committee vice chair of an association, Start date: 08/02/2022, Address: N/A, 3 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-09 |
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