Marcos Simon Lemus

Current Employers

Bulman Wealth Group

3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

3300 Douglas Blvd. Suite 200, Roseville, CA 95661 • 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

Organization	City	State	From	To
Bulman Wealth Group	Sacramento	CA	11/2021	Present
Spring Education, Merryhill	Sacramento	CA	08/2013	11/2021

11/2021 → Present

Bulman Wealth Group

Sacramento, CA
08/2013 → 11/2021

Spring Education, Merryhill

Sacramento, CA

Other Businesses

1) BWG Insurance Agency; Investment related; 3400 Douglas Blvd. Suite 150 Roseville, CA 95661; Insurance sales; Insurance Agent; Agent; 04/01/2024, 10 hours/month and 0-10 during securities trading hours; Insurance sales for clients as their needs warrant.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-14

S65 Uniform Investment Adviser Law Examination

2023-05-14

View on SEC IAPD

Current Employers

Bulman Wealth Group

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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