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Katrina Bullock

Wellington Investment Advisors

Bloomington, IN

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Current Employers
Wellington Investment Advisors

121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-11-21
  • IN RA
    APPROVED
    Since 2022-11-21

Branch Locations

121 E. 6Th Street Suite 2, Bloomington, IN 47408 • 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
Wellington Investment Advisors Bloomington IN 12/2021 Present
Iu School Of Medicine Indianapolis IN 03/2015 12/2021
Other Businesses

Wellington Yacht Charters, LLC - not investment related - Zionsville, IN - yacht charters - President - 10/2023 - 42 - 20.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21
Other Names
  • Ekaterina Klopper

View on SEC IAPD

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OSAIC WEALTH, INC. · Bloomington, IN
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J.P. MORGAN SECURITIES LLC · BLOOMINGTON, IN
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MODERN CAPITAL ADVISORS, LLC · Bloomington, IN
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