• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Casey Bulgin
WILLIAM CASEY BULGIN MR, WILLIAM CASEY BULGIN, WILLIAM BULGIN
CRD#: 4622213
IA
Investment Adviser
B
Broker
RAYMOND JAMES & ASSOCIATES, INC.CRD#: 705 245 RIVERSIDE AVENUE
SUITE 500
JACKSONVILLE, FL 32202
Registration History
2002200420062008201020122014201620182020202220242 FIRMS2003 - 2005 (2 years)2 FIRMS2005 - 2008 (3 years)2 FIRMS2009 - 2013 (3 years)2 FIRMS2013 - Present (11 years)BMORGAN STANLEY & CO. INCORPORATED (CRD# 8209)2008 - 2009 (<1 year)IAMORGAN STANLEY & CO. INCORPORATED (CRD# 8209)2009 - 2009 (<1 year)
Disclosure(s)
View By:
4/11/2002
Criminal
Final Disposition
License(s)

State Registrations

B
Alabama 1/18/2013

B
New York 1/18/2013

B
Arizona 11/14/2018

B
North Carolina 1/18/2013

B
Florida 1/23/2013

B
Ohio 1/18/2013

IA
Florida 1/23/2013

B
Oregon 3/20/2020

B
Georgia 1/18/2013

B
South Carolina 1/18/2013

B
Hawaii 5/27/2014

B
Tennessee 11/5/2024

B
Maryland 1/6/2016

IA
Texas 5/2/2018

B
Mississippi 3/8/2024

B
Washington 4/19/2021

B
Nebraska 7/19/2019

B
Wisconsin 1/18/2013

B
New Jersey 9/2/2021

SRO Registrations

B
FINRA

B
NYSE American LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705)
245 RIVERSIDE AVENUE SUITE 500, JACKSONVILLE, FL 32202
Registered with this firm since 1/18/2013

B
RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705)
245 RIVERSIDE AVENUE SUITE 500, JACKSONVILLE, FL 32202
Registered with this firm since 1/18/2013

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/01/2009 - 02/12/2013 MORGAN STANLEY (CRD#:149777) JACKSONVILLE, FL
B
06/01/2009 - 02/12/2013 MORGAN STANLEY (CRD#:149777) JACKSONVILLE, FL
IA
03/27/2009 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) JACKSONVILLE, FL
B
12/12/2008 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) JACKSONVILLE, FL
IA
11/21/2005 - 12/15/2008 WACHOVIA SECURITIES, LLC (CRD#:19616) JACKSONVILLE, FL
B
11/18/2005 - 12/15/2008 WACHOVIA SECURITIES, LLC (CRD#:19616) JACKSONVILLE, FL
IA
04/01/2003 - 07/26/2005 UBS FINANCIAL SERVICES INC. (CRD#:8174) JACKSONVILLE, FL
B
03/25/2003 - 07/26/2005 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.