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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-14 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bull Financial Group | Downingtown | PA | 06/1997 | Present |
| Allstate Insurance Co | Bangor | PA | 09/2014 | 12/2020 |
| Portfolio Medics | Bonita Springs | FL | 06/2022 | Present |
| First Down Financial | Chuluota | FL | 01/2022 | Present |
Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group. In this roll Mr. Bull sells insurance products including annuities. He spends approximately 20 hours a month during market and non-market hours in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-27 |
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