William Bulluck

Current Employers

Employment History

• 02/2019 → 06/2022
  Edward Jones
  St Louis, MO
• 11/2016 → 11/2018
  Goal Property Services
  Charlotte, NC
• 06/2016 → 09/2016
  Wyndham Capital Mortgage
  Charlotte, NC
• 07/2022 → 01/2024
  Alloy Wealth Holdings, Llc, Dba Alloy Investment Management
  Charlotte, NC
• 07/2022 → 01/2024
  Alloy Wealth Management, Inc.
  Charlotte, NC
• 08/2022 → 01/2024
  Foundations Investment Advisors, Llc
  Charlotte, NC
• 03/2024 → Present
  National Life Group
  Charlotte, NC
• 03/2024 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2022-08-08 → 2024-01-25
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Charlotte, NC
• 2022-07-25 → 2024-01-23
  Alloy Investment Management
  Greenville, SC
  Charlotte, NC
• 2019-04-09 → 2022-06-29
  Edward Jones
  Charlotte, NC
  St Louis, MO
  Lake Wylie, SC
  Lake Wylie, SC

Other Businesses

*STONE PRESS FINANCIAL GROUP, 1515 MOCKINGBIRD LANE, SUITE 800,CHARLOTTE, NC 28209, ONGOING, INV REL, AGENT, DURING TRD HRS/40%*MATTHEWS CHAMBER OF COMMERCE, 210 MATTHEWS STATIONS ST, MATTHEWS NC 28105, ONGOING, NOT INV REL, MEMBER, 06/30/2024, DURING TRD/HRS, 5%*CHARLOTTE CONNECTORS NETWORKING GROUP,157 N TRADE ST, MATTHEWS, NC 28105,01/06/2026,ONGOING,MEMBER,NOT INV REL,NOT DURING TRD/HRS,NETWORKING GROUP, 5%*ASSURANCE PLAN MANAGEMENT LLC, 1515 MOCKINBIRD LANE, SUTIE 800, CHARLOTTE, NC 28209,01/15/2026,ONGOING,OWNER/PRINCIPAL,BUSINESS OPERATION PURPOSES ONLY,INV REL,DURING TRD/HRS,40%*TEACHERS PENSION, 1515 MOCKINGBIRD LN, STE 800, CHARLOTTE, NC,08/13/2025,ONGOING,INV REL, DURING TRD/HRS, INSURANCE, AGENT/EDUCATOR, 25%.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06

Other Names

• William Henley Bulluck
• William Henley Bulluck
• Will Bulluck