Peter C. Bisulca

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CRD#: 2367777

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter C Bisulca, who also goes by Peter Charles Bisulca, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1993. Peter had worked at 16 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Peter Charles Bisulca

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.

(1)NAME: WCR PUBLISHING INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: AUTHOR BOOKS AND PUBLISH THEM POSITION: PUBLISHING START: 03/16/2010 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0. (2)NAME: PETER BISULCA: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: NONMMLIA INSURANCE BROKERAGE: LIFE, FIXED ANNUITIES, DISABILITY, LONG TERM CARE, HEALTH, FINAL EXPENSE INSURANCE, MEDICARE SUPPLEMENT, MEDICARE ADVANTAGE POSITION: BROKER/AGENT START: 07/28/2020 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (3)NAME: PETER BISULCA REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: MORTGAGE BROKER POSITION: CONTRACTOR WITH NEXA Mortgage, LLC (Chandler, AZ) START: 09/2024 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (NMLS ID 2333287)

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

January 31, 2024 - November 3, 2025

COLARION

RIA

CRD#: 284588

Port St. Lucie, FL

Past

October 31, 2022 - December 31, 2023

JHH WEALTH, LLC

RIA

CRD#: 153924

Port St. Lucie, FL

Past

September 13, 2022 - September 16, 2024

ALLEN C. EWING & CO.

CRD#: 26102

Jacksonville, FL

Past

March 2, 2020 - February 16, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

FT LAUDERDALE, FL

Past

August 23, 2017 - December 3, 2019

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

PALM BEACH GARDENS, FL

Past

August 8, 2017 - December 3, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

PALM BEACH GARDENS, FL

Past

February 14, 2017 - July 12, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODBURY, NY

Past

February 6, 2017 - July 12, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBURY, NY

Past

October 12, 2005 - February 22, 2017

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

WESTBURY, NY

Past

April 16, 2003 - February 22, 2017

PARK AVENUE SECURITIES LLC

CRD#: 46173

WESTBURY, NY

Past

November 20, 2002 - January 9, 2003

GENESIS SECURITIES, LLC

CRD#: 46992

NEW YORK, NY

Past

May 25, 2001 - November 18, 2002

SCHONFELD SECURITIES, LLC

CRD#: 23304

JERICHO, NY

Past

November 20, 2000 - May 9, 2001

BASIC INVESTORS INC.

CRD#: 1187

MELVILLE, NY

Past

January 31, 2000 - April 14, 2000

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

CRD#: 37710

NEW YORK, NY

Past

November 15, 1999 - January 31, 2000

EASTBROOK CAPITAL GROUP LLC

CRD#: 39781

NEW YORK, NY

Past

January 11, 1999 - November 3, 1999

WIN CAPITAL CORP.

CRD#: 36172

BAYVILLE, NY

Past

April 8, 1998 - June 8, 1998

CAPITAL SECURITIES OF AMERICA, INC.

CRD#: 36405

HARTVILLE, OH

Past

October 29, 1996 - September 18, 1997

WINDSOR STREET CAPITAL, LP

CRD#: 34171

NEW YORK, NY

Past

February 21, 1995 - November 1, 1996

INSTITUTIONAL EQUITY CORPORATION

CRD#: 19628

DALLAS, TX

Past

August 20, 1993 - March 3, 1995

TEXAS CAPITAL SECURITIES, INC.

CRD#: 25564

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLARION

CRD#: 284588 / SEC#: 801-129369

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

Alabama

Registered Investment Advisory firm - (5/16/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/17/2022

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/23/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/25/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 6/15/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/19/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/4/1995

General Securities Principal Examination

Current Firm

COLARION

CRD#: 284588 / SEC#: 801-129369

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

Alabama

Registered Investment Advisory firm - (5/16/2024 Terminated)

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Contact information

Main Address

50 Richard Arrington Ave N., Birmingham, AL 35203

Mailing Address

1116 20th St S 111, Birmingham, AL 35203

Phone number

(205) 410-9443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLARION ADV PART 2 (11/13/2025)

Regulatory assets under management

Total Number of Accounts	164
AUM (Assets Under Management)	$ 167,904,162

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Peter C. Bisulca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

JHH WEALTH, LLC

ALLEN C. EWING & CO.

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GENESIS SECURITIES, LLC

SCHONFELD SECURITIES, LLC

BASIC INVESTORS INC.

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

EASTBROOK CAPITAL GROUP LLC

WIN CAPITAL CORP.

CAPITAL SECURITIES OF AMERICA, INC.

WINDSOR STREET CAPITAL, LP

INSTITUTIONAL EQUITY CORPORATION

TEXAS CAPITAL SECURITIES, INC.

Primary Firm SEC Registration

COLARION

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2022

Series 65

Date: 12/23/2004

Series 63

Date: 8/25/1993

SIE

Date: 10/1/2018

Series 55

Date: 6/15/2001

Series 7

Date: 8/19/1993

Series 24

Date: 4/4/1995

Current Firm

COLARION

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLARION

TRUST BUT VERIFY

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