Brian R. Bulakites
Professional summary
Brian Robert Bulakites is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.
Brian is registered as a RR (Registered Representative) and started their career in finance in 1985. Brian has worked at 10 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Robert Bulakites's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2017 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 700 Newport Center Drive, Newport Beach, CA 92660March 19, 2015 - April 18, 2016
CAPITAL BROKERAGE CORPORATION
July 2, 1996 - December 31, 1996
INVESTORS CAPITAL CORP.
March 24, 1994 - June 25, 1996
FORTH FINANCIAL SECURITIES, CORPORATION
December 7, 1992 - March 24, 1994
1717 CAPITAL MANAGEMENT COMPANY
January 1, 1992 - December 9, 1992
CETERA WEALTH SERVICES, LLC
April 18, 1991 - January 1, 1992
CHRIS SECURITIES INC.
March 16, 1988 - September 18, 1989
MML INVESTORS SERVICES, LLC
April 25, 1986 - March 29, 1988
MONY SECURITIES CORPORATION
October 24, 1985 - November 5, 1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/20/2021)
(2/7/2017)
(6/6/2017)
Exams
FINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
Red Flags
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