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3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
1 Better World Ste 230, Temecula, CA 92590 • United States
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 |
|---|---|---|---|---|
| Bulman Wealth Group | Temecula | CA | 03/2024 | Present |
| Bulman Wealth Group | Temecula | CA | 03/2021 | 02/2024 |
| Dubots Capital Management | Temecula | CA | 02/2017 | 02/2021 |
| National Merchants Association | Temecula | CA | 02/2015 | 01/2017 |
1) BWG Insurance Agency; Investment related; 3400 Douglas Blvd. Suite 150 Roseville, CA 95661; Insurance sales; Insurance Agent; Agent; 03/01/2024, 10 hours/month and 0-10 during securities trading hours; Insurance sales for clients as their needs warrant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
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