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3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-23 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roseville | CA | 07/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 11/2016 | 04/2021 |
| Mufg Union Bank | San Francisco | CA | 04/2021 | 06/2023 |
| Bulman Wealth Group | Roseville | CA | 04/2024 | Present |
| Affluent Strategies | El Dorado Hills | CA | 06/2023 | Present |
| Bwg Insurance Agency | Roseville | CA | 07/2024 | Present |
BWG Insurance Agency; Investment related; 3400 Douglas Blvd. Suite 150 Roseville, CA 95661; Insurance sales; Insurance Agent; Agent; 07/01/2024, 10 hours/month; 0-10 during securities trading hours; Insurance sales for clients as their needs warrant. Affluent Strategies, Not investment related, business is done virtually through online meetings, Sales and Sales Leadership Training, Founder (sole proprietor), Started 07/01/2023, 0-5 hours/month, 0-1 during securities trading hours, Affluent Strategies is a seller/distributor of two online sales training programs with optional zoom based masterclasses taught by Mr. Mcelmoyl.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-20 |
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