Edward Paul Bullock

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-06-06 → 2005-10-24
  C.J.M. Asset Management, Llc
  Pompton Lakes, NJ

Other Businesses

1) NAME OF OTHER BUSINESS: PHILLIPSBURG NJ PUBLIC LIBRARY INVESTMENT RELATED: NO ADDRESS: 200 BROUBALOW WAY PHILLIPSBURG NJ 08865 NATURE OF BUSINESS: MUNICIPAL LIBRARY START DATE: 3/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: PRESIDENT OF BOARD OF TRUSTEES BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGETS, HIRE MAINTENANCE, UNION CONTRACTS, 2ND SIGNER ON CHECKS 2) NOTARY PUBLIC; NOT INV REL; SAME AS REGISTERED ADDRESS; WITNESS SIGNATURES AS A SERVICE TO CLIENTS OR TO POTENTIAL NEW CLIENTS; NOTARY PUBLIC SINCE 1980; WITNESS AND SEAL SIGNATURES; LESS THAN 4 HOURS PER YEAR AFTER TRADING HOURS 3) NAME OF OTHER BUSINESS: IRCO FEDERAL CREDIT UNION INVESTMENT RELATED: NO ADDRESS: 450 HILLCREST BLVD PHILLIPSBURG NJ 08865 NATURE OF BUSINESS: CREDIT UNION FOR LOCAL COMMUNITY START DATE: 3/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: VICE CHAIRMAN BRIEF DESCRIPTION OF DUTIES: RUN BOARD MEETINGS, PROVIDE ADVICE REGARDING OPERATIONS 4) SELL GROUP & INDIVIDUAL HEALTH (HEALTH INSURANCE SALES THROUGH MARTIN INSURANCE GROUP, FIRST JERSEY AGENCY, CARUSO BENEFITS AND EMERSON REID), VISION, DENTAL, GROUP DISABILITY INSURANCE, SINCE 01/2008, SAME AS REGISTERED LOCATION; 2H/WK, INSURANCE AGENT: 5) BULLOCK FINANCIAL SERVICES, LLC, DBA NAME FOR INVESTMENT PRACTICE - INV RELATED; 6) NAME OF OTHER BUSINESS: FEBBO WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1990-02-08

Designations

• Chartered Financial Consultant