Henry Bernard Margulies

Current Employers

Corgi Strategies, Llc

200 W Madison Ave Suite 3810, Chicago, IL 60606-3465 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-26

CA RA
APPROVED

Since 2025-08-26

Branch Locations

200 W Madison Ave Suite 3810, Chicago, IL 60606-3465 • 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

Organization	City	State	From	To
Corgi Insurance Services, Inc.	San Francisco	CA	02/2025	Present
Bark Securities, Llc	San Francisco	CA	07/2025	Present
Wavemaker Pacific Partners, Pte Ltd	Singapore		12/2020	01/2025
Studying	Quezon City		01/2015	11/2020

02/2025 → Present

Corgi Insurance Services, Inc.

San Francisco, CA
07/2025 → Present

Bark Securities, Llc

San Francisco, CA
12/2020 → 01/2025

Wavemaker Pacific Partners, Pte Ltd

Singapore
01/2015 → 11/2020

Studying

Quezon City

Previous Registrations

2025-08-04 → 2025-12-31

Bark Securities, Llc

San Francisco, CA

Other Businesses

I work with Corgi Insurance Services, Inc. as their Chief of Staff. I help run operations, but do not do investment work. It is an insurance agency, and the address is 473 Pine St, Floor 5. It is an affiliate of Bark Securities LLC. I have been working with Corgi Insurance Services Inc since 02/2025. I spend 40 hours a week and the majority of my time with Corgi.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-21

S65 Uniform Investment Adviser Law Examination

2025-07-21

Other Names

Bernie Margulies

View on SEC IAPD