Cynthia A. Bulinski

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CRD#: 1851735

Professional summary

Cynthia Ann Bulinski was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Cynthia is a previously registered financial advisor and started their career in finance in 1988. Prior to being barred, Cynthia had worked at 10 firms, which includes J.W. COLE FINANCIAL INC., CADARET GRANT & CO. INC., KEY INVESTMENT SERVICES LLC, KEYBANC CAPITAL MARKETS INC., KEY INVESTMENTS INC., INDEPENDENT FINANCIAL SECURITIES INC., PAMCO SECURITIES AND INSURANCE SERVICES, INVEST FINANCIAL CORPORATION, LEHMAN BROTHERS INC., A. G. EDWARDS & SONS INC..

Question & Answer

Are you a "fiduciary"?

Aliases

Cindy Bulinski | Cynthia A. Gibbons

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 23, 2009 - December 1, 2009

J.W. COLE FINANCIAL, INC.

CRD#: 124583

TAMPA, FL

Past

May 2, 2006 - August 27, 2009

CADARET, GRANT & CO., INC.

CRD#: 10641

WILLIAMSVILLE, NY

Past

January 4, 2006 - May 5, 2006

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

EAST AURORA, NY

Past

January 3, 2006 - May 5, 2006

KEY INVESTMENT SERVICES LLC

CRD#: 136300

EAST AURORA, NY

Past

October 14, 1999 - December 31, 2005

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

EAST AURORA, NY

Past

May 14, 1999 - December 31, 2005

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

EAST AURORA, NY

Past

January 15, 1993 - May 14, 1999

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

April 16, 1991 - December 31, 1992

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

September 21, 1990 - April 4, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

CRD#: 11028

Past

September 11, 1990 - September 24, 1990

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

October 11, 1988 - July 19, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

September 20, 1988 - October 5, 1988

A. G. EDWARDS & SONS, INC.

CRD#: 4

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/29/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1988

General Securities Representative Examination

Current Firm

J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634

Mailing Address

4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634

Phone number

(813) 935-6776

Established

Florida since 10/14/2002

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
JWC WEALTH PARTNERS	OWNER
FUSSA OCASIO, FERNANDO	CFO/FINOP	2471569
LOFGREN, KURT WALKER	CHIEF COMPLIANCE OFFICER	3048472
PACK, TODD JAMES	CHIEF OPERATING OFFICER	2795590
WEST, EUGENE	DESIGNATED MUNICIPAL PRINCIPAL/ROSFP	2059974
WOOD, ROBERT JULIAN	TREASURER/SECRETARY/GP/CEO	3217809

Disclosures

Regulatory Event	1
Arbitration	1

Red Flags

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Advisor Monitoring

Firm Stability Insights

Cynthia A. Bulinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CADARET, GRANT & CO., INC.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

KEY INVESTMENTS INC.

INDEPENDENT FINANCIAL SECURITIES, INC.

PAMCO SECURITIES AND INSURANCE SERVICES

INVEST FINANCIAL CORPORATION

LEHMAN BROTHERS INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1995

Series 63

Date: 10/27/1988

Series 7

Date: 9/17/1988

Current Firm

J.W. COLE FINANCIAL, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

J.W. COLE FINANCIAL, INC.

TRUST BUT VERIFY

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