Philip Brian Bullard

Current Employers

Employment History

• 08/2006 → Present
  Wheatman Insurance Services Llc
  Woodland Hills, CA
• 01/2011 → 11/2017
  National Planning Corporation
  Santa Monica, CA
• 11/2017 → Present
  Lpl Financial, Llc
  Ventura, CA
• 01/2018 → Present
  Valley Wealth Strategies, Llc
  Ventura, CA

Previous Registrations

• 2011-01-18 → 2017-11-29
  National Planning Corporation
  Lake Forest, CA
  Ventura, CA
  Lake Forest, CA
• 2006-06-02 → 2009-12-31
  Cetera Advisors Llc
  Newbury Park, CA
  Encino, CA
  Paso Robles, CA

Other Businesses

1. 11/29/2017 - No Business Name - Not Investment Related - San Luis Obispo, CA 93405 - Real Estate Rental - Property Owner - Start Date 2000. 2. 11/29/2017 - Wheatman Insurance Services LLC - Investment Related - 5920 CANOGA AVE #600 WOODLAND HILLS CA 91367 - Property and Casualty - Start Date 8/1/2006 - 12 Hours Per Month - Life and Health insurance. 3. 11/29/2017 - No Business Name - Not Investment Related - Arroyo Grande, CA 93420 - Real Estate Rental - Property Owner - Start Date 2015. 4. 11/29/2017 - No Business Name - Not Investment Related - Santa Cruz, CA 95062 - Real Estate Rental - Property Owner - Start Date 2003. 5. 11/29/2017 - No Business Name - Not Investment Related - Ventura, CA 93003 - Real Estate Rental - Property Owner/Manager - Start Date 2016. 6. 11/29/2017 - Zuk Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date 7/1/2011. 7. 3/26/2018 - Valley Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Valley Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 01/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 06/17/2019 - DPE Integrated Consulting Services - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:04/01/2019 - 10 hrs/mo - 1 hr during trading. 9. 7/8/2019 - Hometown Insurance - Investment Related - 2419 East Main Street Suite 100 Ventura, CA 93003 - Property and Casualty - Started 01/01/2019 - 30 Hours Per Month/20 Hours During Securities Trading. 10. 11/25/2022 - 1430 West 12th Reno rental - Investment Related - Reno NV 89503 - Real Estate Rental - Start Date - 07/05/2022 - 2 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-06-01

Other Names

• Phil Bullard
• Philip Bullard