William Leo Bush JR
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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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Years of Experience
44 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SOBITZ FINANCIAL GROUP, LLC
Contact Information
Main Address
3500 Massillon Road, Suite 490, Uniontown, OH 44685Phone Number
(330) 896-9575# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
446AUM (Assets Under Management)
$88,651,365Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/15/2025)
(9/4/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Aug 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Leo Bush JR's CRS (Customer Relationship Summary).
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