Best Investors Account Sign in
Inactive

Adam Travis Beaty

Bullogic Wealth Management

Pearland, TX

Claim This Profile
Current Employers
Bullogic Wealth Management

Pearland, TX • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-12-05
PA RA APPROVED 2021-07-06
TX RA APPROVED 2018-09-28
  • LA RA
    APPROVED
    Since 2022-12-05
  • PA RA
    APPROVED
    Since 2021-07-06
  • TX RA
    APPROVED
    Since 2018-09-28

Branch Locations

Pearland, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bullogic Llc Houston TX 04/2012 12/2020
Quantum Pest Control Houston TX 05/2004 12/2020
Bullogic Education Services Llc Pearland TX 01/2011 12/2019
Origin Financial San Francisco CA 12/2020 Present
Bullogic Wealth Management Pearland TX 09/2018 Present
  • 04/2012 → 12/2020
    Bullogic Llc
    Houston, TX
  • 05/2004 → 12/2020
    Quantum Pest Control
    Houston, TX
  • 01/2011 → 12/2019
    Bullogic Education Services Llc
    Pearland, TX
  • 12/2020 → Present
    Origin Financial
    San Francisco, CA
  • 09/2018 → Present
    Pearland, TX
Previous Registrations
Other Businesses

BULLOGIC LLC - Investment-related Address: 3571 Mustang Ridge Lane Pearland, Tx 77584 Nature of business: Financial planning/investment advisor Position: Founder/Managing Partner Start date: April, 2012 Hours per month: This is a full-time position.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-27
  • S65 Uniform Investment Adviser Law Examination
    2014-12-27
Designations

View on SEC IAPD

More in Pearland, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor