Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Granite Bay Golf Club | Granite Bay | CA | 11/2021 | 11/2025 |
| Pacific Coast Companies Inc. | Rancho Cordova | CA | 05/2023 | 08/2023 |
| Serrano Country Club | El Dorado Hills | CA | 05/2024 | 08/2024 |
| Bulman Wealth Group | Roseville | CA | 01/2025 | Present |
| California State University Sacramento | Sacramento | CA | 01/2022 | 12/2024 |
| Folsom Lake College | Folsom | CA | 08/2019 | 12/2021 |
| Bella Vista High School | Fair Oaks | CA | 08/2015 | 05/2017 |
| Jesuit High School | Arden-Arcade | CA | 08/2017 | 05/2019 |
1) BWG Insurance Agency; Investment related; 3400 Douglas Blvd. Suite 150 Roseville, CA 95661; Insurance sales; Insurance Agent; Agent; 08/14/2025, 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 | 2025-06-28 |
Reach out to this advisor