Robert Jose Pulles

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → Present
  Principal Life Insurance
  Miami, FL
• 07/2019 → Present
  Pulles And Attento Wealth Management
  Miami, FL
• 03/2016 → Present
  Principal Securities Inc
  Miami, FL
• 03/2021 → 10/2023
  Blue Water Financial Advisors
  Miami, FL

Previous Registrations

• 2005-08-03 → 2006-02-28
  Ffp Advisory Services Inc
  Coral Gables, FL
• 2004-04-28 → 2005-08-10
  Signator Investors, Inc.
  Coral Gables, FL
• 2003-02-21 → 2003-10-28
  Truist Investment Services, Inc.
  Coral Gables, FL

Other Businesses

**SOUTH FLORIDA GROUP BENEFITS. 03/2010-PRESENT. SALES. NOT INVESTMENT RELATED. **OUTSIDE INSURANCE. 04/01/2014. SELLING FIXED LIFE INSURANCE, DISABILITY, FIXED ANNUIITIES AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS. **PULLES BROTHERS LLC POSITION: Registered Agent NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2025 ADDRESS: 14525 SW 77 Ct, Palmetto Bay FL 33158, United States DESCRIPTION: My brother, Armando Pulles and I established LLC which will make an investment in a local private equity real estate fund.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-30
• S63 Uniform Securities Agent State Law Examination
  2003-05-19

Designations

• Certified Financial Planner