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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-18 |
| AZ | RA | APPROVED | 2023-11-17 |
| MD | RA | APPROVED | 2023-09-20 |
| NY | RA | APPROVED | 2023-09-20 |
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 |
|---|---|---|---|---|
| Green Capital Advantage, Llc | Delanson | NY | 07/2018 | 09/2023 |
| Hannaford Co. | Esperance | NY | 01/2015 | 06/2018 |
| Guardian Life Isnurance Co Of America | Latham | NY | 12/2020 | 09/2023 |
| Park Avenue Securities, Llc | Latham | NY | 05/2021 | 09/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-20 |
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