BI
Brian Isadore Pultman
CRD 2348657
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Correct Capital Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Correct Capital Wealth Management, Llc
Trustee · 75% or more · Mar 2024
-
Correct Capital Wealth Management, Llc
Chief Executive Officer, Managing Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗