Carla Michelle Bulnes

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2015 → 04/2021
  Bank Of America, N.A.
  Miami, FL
• 02/2015 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 04/2021 → 09/2022
  J.P. Morgan Securities Llc
  Orlando, FL
• 04/2021 → 09/2022
  Jp Morgan Chase Bank, N.A.
  Orlando, FL
• 09/2022 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 11/2022 → 05/2024
  Bank Of America N.A.
  Orlando, FL
• 05/2024 → Present
  Wells Fargo Clearing Services, Llc
  Winter Park, FL

Previous Registrations

• 2022-10-17 → 2024-05-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 2021-04-22 → 2022-09-06
  J.P. Morgan Securities Llc
  Windermere, FL
• 2015-04-03 → 2021-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Miami, FL
  Miami, FL
  Coral Gables, FL
  Miami, FL
  Miami, FL

Other Businesses

SWEET DESSERTS BY MICHELLE LLC; NOT INV. RELATED; ORLANDO, FL; OWNER; START DATE 5/16/2023 16 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS; DUTIES BAKE AND SELL CAKES AND CUPCAKES.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-30