David J. Bull

ARK WEALTH MANAGEMENT

Austin, TX 78731

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CRD#: 5776975

Professional summary

David James Bull, who also goes by David J Bull, is a registered financial advisor currently at ARK WEALTH MANAGEMENT located in Austin, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David J Bull

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.

Ark Insurance Group; not investment related; located at 3520 Executive Center Drive, Suite 124 Austin, TX 78731; insurance agency; insurance agent/owner, 08/2015; 280 hours a month; 280 hours/month during trading hours; sell insurance products. Ark Family Office, LLC; no investment related: located at 3520 Executive Center Drive, Suite 124 Austin, TX 78731; family office consulting; owner; 01/2018; 280 hours a month; 280 hours/month during trading hours; owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Bull'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 23, 2022 - Present

ARK WEALTH MANAGEMENT

Office #1: 3520 Executive Drive Suite 124, Austin, TX 78731

RIA

CRD#: 317264

Austin, TX

Past

May 5, 2017 - April 30, 2023

ARK FINANCIAL ADVISORS, LLC

RIA

CRD#: 287588

AUSTIN, TX

Past

September 11, 2015 - February 1, 2018

OAKWELL PRIVATE WEALTH MANAGEMENT

RIA

CRD#: 162096

WACO, TX

Past

August 12, 2010 - July 31, 2015

NYLIFE SECURITIES LLC

CRD#: 5167

AUSTIN, 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".

ARK WEALTH MANAGEMENT

ARK FINANCIAL | ARK WEALTH MANAGEMENT, LLC | ARK WEALTH MANAGEMENT

CRD#: 317264 / SEC#: 801-123029

RIA

Registered Investment Advisory firm - (1/10/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/23/2022)

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 65

Date: 8/20/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/11/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARK WEALTH MANAGEMENT

ARK FINANCIAL | ARK WEALTH MANAGEMENT, LLC | ARK WEALTH MANAGEMENT

CRD#: 317264 / SEC#: 801-123029

RIA

Registered Investment Advisory firm - (1/10/2022 Approved)

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Contact information

Main Address

10800 Pecan Park Blvd Ste 100, Austin, TX 78750

Mailing Address

Phone number

(512) 660-5703

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

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	539
AUM (Assets Under Management)	$ 191,000,000

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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Advisor Monitoring

Firm Stability Insights

David J. Bull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Bull's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARK FINANCIAL ADVISORS, LLC

OAKWELL PRIVATE WEALTH MANAGEMENT

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

ARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2015

Series 63

Date: 7/30/2010

SIE

Date: 7/31/2015

Series 6

Date: 8/11/2010

Current Firm

ARK WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARK WEALTH MANAGEMENT

TRUST BUT VERIFY

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