William L. Bush

SOBITZ FINANCIAL GROUP

UNIONTOWN, OH 44685

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CRD#: 1058808

Professional summary

William Leo Bush JR is a registered financial advisor currently at SOBITZ FINANCIAL GROUP, LLC located in Uniontown, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Leo Bush JR's 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

September 4, 2025 - Present

SOBITZ FINANCIAL GROUP, LLC

Office #1: 3500 Massillon Road, Suite 490, Uniontown, OH 44685

RIA

CRD#: 337210

UNIONTOWN, OH

Past

June 5, 2012 - September 3, 2025

CAPITAL ANALYSTS

RIA

CRD#: 162200

UNIONTOWN, OH

Past

June 1, 2012 - September 3, 2025

LINCOLN INVESTMENT

RIA

CRD#: 519

UNIONTOWN, OH

Past

June 1, 2012 - September 3, 2025

LINCOLN INVESTMENT

CRD#: 519

UNIONTOWN, OH

Past

November 10, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

UNIONTOWN, OH

Past

May 17, 2005 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

UNIONTOWN, OH

Past

August 1, 2001 - April 29, 2005

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

July 19, 1993 - August 1, 2001

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

June 29, 1988 - July 22, 1993

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

Past

June 29, 1988 - July 22, 1993

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

January 12, 1984 - May 28, 1988

FSC SECURITIES CORPORATION

CRD#: 7461

Past

July 29, 1982 - December 9, 1983

EQUITY SERVICES, INC.

CRD#: 265

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

Florida
(12/15/2025)

IAR

Ohio
(9/4/2025)

IAR

Texas
(11/5/2025)

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

Series 63

Date: 12/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/1984

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/30/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/28/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOBITZ FINANCIAL GROUP, LLC

CRD#: 337210 / SEC#:

Florida

Registered Investment Advisory firm - (12/11/2025 Approved)

Ohio

Registered Investment Advisory firm - (9/2/2025 Approved)

Texas

Registered Investment Advisory firm - (11/3/2025 Conditional Restricted)

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Contact information

Main Address

3500 Massillon Road, Suite 490, Uniontown, OH 44685

Mailing Address

Phone number

(330) 896-9575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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William L. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Leo Bush JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

KESTRA INVESTMENT SERVICES, LLC

CINCINNATI ANALYSTS, INC.

TRANSAMERICA SECURITIES SALES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, INC.

FSC SECURITIES CORPORATION

EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/17/1984

Series 22

Date: 8/30/1982

Series 6

Date: 7/28/1982

Current Firm

SOBITZ FINANCIAL GROUP, LLC

Contact information

Documents

Red Flags

Company Information

SOBITZ FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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