MB

Michael Bouchard

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CRD#: 7635282
MB

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.

Michael Bouchard was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2022. Michael had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

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

October 3, 2022 - December 31, 2024

BEDROCK FINANCIAL GROUP

RIA
CRD#: 323501
ATLANTA, GA

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

Current Firm


BF
BEDROCK FINANCIAL GROUP
BEDROCK FINANCIAL GROUP | BEDROCK FINANCIAL GROUP, LLC

CRD#: 323501 / SEC#:

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Contact information


Main Address
243 Franklin Rd, Atlanta, GA 30342
Mailing Address
3343 Peachtree Rd Ne Ste 145-1437, Atlanta, GA 30326
Phone number
(706) 207-6109
Established
Firm type
Fiscal year end
# of Employees
1
0

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


BEDROCK FINANCIAL GROUP

CRD#: 323501

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