William W. Bush

FRONTIER SOLUTIONS

Richmond, VA 23233

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CRD#: 1341885

Professional summary

William Ware Bush is a registered financial professional currently at FRONTIER SOLUTIONS, LLC located in Richmond, Virginia.

William is registered as a RR (Registered Representative) and started their career in finance in 1985. William has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

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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

January 10, 2006 - Present

FRONTIER SOLUTIONS, LLC

Office #1: 3307 Church Road, Suite 220, Richmond, VA 23233Office #2: 3307 Church Road Suite 220, Richmond, VA 23233

CRD#: 136102

Richmond, VA

Past

January 25, 2021 - September 30, 2025

ASPEN PARTNERS, LTD.

RIA

CRD#: 135287

RICHMOND, VA

Past

May 20, 2020 - December 31, 2020

ASPEN PARTNERS, LTD.

RIA

CRD#: 135287

ATLANTA, GA

Past

June 2, 2006 - December 31, 2018

ASPEN PARTNERS, LTD.

RIA

CRD#: 135287

RICHMOND, VA

Past

March 4, 2004 - May 18, 2005

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Past

October 30, 2001 - February 18, 2004

REFCO SECURITIES, LLC

CRD#: 14094

NEW YORK, NY

Past

April 13, 1999 - August 9, 2000

AMERIPROP, INC.

CRD#: 24305

MELVILLE, NY

Past

October 19, 1995 - July 3, 1997

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

March 15, 1985 - October 10, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/18/2018)

Georgia
(2/10/2006)

Texas
(1/13/2015)

Virginia
(9/3/2014)

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/24/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 2/23/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FRONTIER SOLUTIONS, LLC

CRD#: 136102 / SEC#: , 8-66972

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

3307 Church Road Suite 220, Richmond, VA 23233

Mailing Address

3307 Church Road Suite 220, Richmond, VA 23233

Phone number

(804) 918-2368

Established

Georgia since 05/03/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (47 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ASPEN PARTNERS, LTD	MANAGING MEMBER
TERRY, DEBORAH HOLLAND	FINOP/CFO	5680197
VICK, GEORGE DAVIS IV	CHIEF COMPLIANCE OFFICER	3006623

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William W. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

ASPEN PARTNERS, LTD.

ASPEN PARTNERS, LTD.

ASPEN PARTNERS, LTD.

FORESIDE FUNDS DISTRIBUTORS LLC

REFCO SECURITIES, LLC

AMERIPROP, INC.

PERSHING LLC

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/1996

Series 63

Date: 10/24/1995

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/17/1995

Series 14

Date: 1/2/2023

Series 24

Date: 2/23/2018

FINRA

Current Firm

FRONTIER SOLUTIONS, LLC

Contact information

FINRA licenses (47 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FRONTIER SOLUTIONS, LLC

TRUST BUT VERIFY

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