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Inactive

Taranvir S. Pannu

Bulman Wealth Group

Roseville, CA

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Current Employers
Bulman Wealth Group

3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-07
  • CA RA
    APPROVED
    Since 2025-01-07

Branch Locations

3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Hanford CA 06/2019 07/2022
Jpmorgan Chase Bank, N.A. Hanford CA 06/2019 07/2022
At&T/ Game Stop Fresno CA 08/2016 04/2019
California State University, Fresno Fresno CA 08/2014 08/2017
Unemployed Fowler CA 05/2019 05/2019
Monarch Wealth Strategies Santa Barbara CA 03/2023 12/2024
Monarch Wealth Strategies Santa Barbara CA 08/2022 03/2023
Bulman Wealth Group Roseville CA 01/2025 Present
  • 06/2019 → 07/2022
    J.P. Morgan Securities Llc
    Hanford, CA
  • 06/2019 → 07/2022
    Jpmorgan Chase Bank, N.A.
    Hanford, CA
  • 08/2016 → 04/2019
    At&T/ Game Stop
    Fresno, CA
  • 08/2014 → 08/2017
    California State University, Fresno
    Fresno, CA
  • 05/2019 → 05/2019
    Unemployed
    Fowler, CA
  • 03/2023 → 12/2024
    Monarch Wealth Strategies
    Santa Barbara, CA
  • 08/2022 → 03/2023
    Monarch Wealth Strategies
    Santa Barbara, CA
  • 01/2025 → Present
    Bulman Wealth Group
    Roseville, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-25
S63 Uniform Securities Agent State Law Examination 2019-08-16
  • S65 Uniform Investment Adviser Law Examination
    2023-03-25
  • S63 Uniform Securities Agent State Law Examination
    2019-08-16
Other Names
  • Taran Pannu
  • Taranvir S Pannu
  • Taranvir Pannu
  • Taranvir Singh Pannu

View on SEC IAPD

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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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