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DB

David G. Bulger

REALTA EQUITIES
WILMINGTON, DE 19801
Some features on this profile are disabled
CRD#: 3180806
DB

Professional summary

David George Bulger, who also goes by Dave Bulger, is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.

David is registered as a RR (Registered Representative) and started their career in finance in 1999. David has worked at 10 firms and has passed the Series 63, Series 65, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dave Bulger

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) - BD

Click below to view David George Bulger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

March 4, 2025 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
BD
CRD#: 23769
WILMINGTON, DE
Past

August 11, 2023 - March 28, 2025

ARKADIOS CAPITAL

BD
CRD#: 282710
ATLANTA, GA
Past

May 20, 2022 - August 15, 2023

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

April 8, 2020 - May 23, 2022

NEXPOINT SECURITIES, INC.

BD
CRD#: 165013
DALLAS, TX
Past

January 20, 2016 - January 7, 2020

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

October 12, 2009 - December 8, 2015

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK CITY, NY
Past

January 27, 2006 - October 1, 2009

KBS CAPITAL MARKETS GROUP LLC

BD
CRD#: 132299
NEWPORT BEACH, CA
Past

March 19, 2003 - January 14, 2004

ADVEST, INC.

RIA
CRD#: 10
BOCA RATON, FL
Past

November 4, 2002 - January 19, 2006

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

RIA
CRD#: 120420
BOCA RATON, FL
Past

October 22, 1999 - January 19, 2006

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

February 22, 1999 - July 29, 1999

ROULSTON RESEARCH CORP.

BD
CRD#: 17864
CLEVELAND, OH

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/4/2025)
RR
Delaware
(3/7/2025)
RR
Florida
(3/4/2025)
RR
Georgia
(3/4/2025)
RR
Illinois
(5/5/2025)
RR
Louisiana
(11/11/2025)
RR
Maryland
(3/4/2025)
RR
Massachusetts
(3/4/2025)
RR
Minnesota
(5/13/2025)
RR
Missouri
(3/4/2025)
RR
New Jersey
(3/4/2025)
RR
New York
(3/4/2025)
RR
Ohio
(3/4/2025)
RR
Pennsylvania
(3/4/2025)
RR
South Carolina
(8/15/2025)
RR
Wisconsin
(3/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/13/1999
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/1/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RE
REALTA EQUITIES, INC.
COASTAL EQUITIES, INC. | THE FALMOUTH FINANCIAL GROUP | REALTA WEALTH | REALTA EQUITIES, INC.

CRD#: 23769 / SEC#: , 8-40822

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1201 N. Orange Street Suite 300, Wilmington, DE 92130
Mailing Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Phone number
(888) 657-5200
Established
Massachusetts since 01/24/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ORANGE STREET HOLDINGS, INC.SHAREHOLDER
BALTOVSKI, ALEXANDERFINOP OFFICER2350828
ODOM, AMY ENITHAML OFFICER2674773
PALMER, JACOB DANIELCHIEF COMPLIANCE OFFICER2309603
SCHULTZ, BARRETT OLIVERCHIEF OPERATIONS OFFICER2741114

Disclosures

Regulatory Event7

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.

Company Information

REALTA EQUITIES, INC.

CRD#: 23769Wilmington, DE 19801

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