William Edward Bulmer

Current Employers

Employment History

• 07/2013 → Present
  Progresstive Financial Planning
  Melville, NY
• 06/2013 → 07/2025
  Cadaret, Grant & Co., Inc.
  Melville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Melville, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Boca Raton, FL
  Melville, NY
  Jericho, NY

Other Businesses

1. 7/10/2025: American Investment Planners; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/1/2021; 20hrs/mo. during trading. 2. 7/10/2025: Progressive Financial Planning Services Inc.; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 7/1/2013; 10hrs/mo. during trading. 3. 7/15/2025: Progressive Financial Planning Services Inc.; At reported business location(s); Registered Investment Advisor; Inv. related; start date 7/1/2013; 10hrs/mo. during trading; I provide financial planning and consulting services through Progressive Financial Services Inc. an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 10 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-10
• S65 Uniform Investment Adviser Law Examination
  1999-06-11

Designations

Other Names

• William E Bulmer