William L. Bush
Professional summary
William Leo Bush JR was a registered financial advisor .
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 4, 2025 - Present
Office #1: 3500 Massillon Road, Suite 490, Uniontown, OH 44685
June 5, 2012 - September 3, 2025
CAPITAL ANALYSTS
June 1, 2012 - September 3, 2025
LINCOLN INVESTMENT
June 1, 2012 - September 3, 2025
LINCOLN INVESTMENT
November 10, 2010 - June 1, 2012
CINCINNATI ANALYSTS, INC.
May 17, 2005 - June 1, 2012
CINCINNATI ANALYSTS, INC.
August 1, 2001 - April 29, 2005
KESTRA INVESTMENT SERVICES, LLC
July 19, 1993 - August 1, 2001
CINCINNATI ANALYSTS, INC.
June 29, 1988 - July 22, 1993
TRANSAMERICA SECURITIES SALES CORPORATION
June 29, 1988 - July 22, 1993
TRANSAMERICA FINANCIAL ADVISORS, INC.
January 12, 1984 - May 28, 1988
FSC SECURITIES CORPORATION
July 29, 1982 - December 9, 1983
EQUITY SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2025)
(11/5/2025)
Exams
Current firm
No current employment
Red Flags
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Company Information
No current employment
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