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RB

Robert L. Bush

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CRD#: 1346679
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Lynd Bush JR was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 6 firms and has passed the Series 63, Series 7, Series 3, Series 5 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 24, 1993 - October 19, 1993

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
Past

September 8, 1992 - June 16, 1993

FRANKLIN-LORD, INC.

BD
CRD#: 6756
Past

June 27, 1987 - August 25, 1987

RODMAN & RENSHAW INC.

BD
CRD#: 724
Past

December 22, 1986 - May 27, 1987

MESIROW INVESTMENT SERVICES, INC.

BD
CRD#: 15113
Past

June 24, 1986 - January 7, 1987

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
Past

April 1, 1985 - July 1, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/24/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 8/5/1986
Interest Rate Options Examination
Principal/Supervisory Exam

Current Firm


PC
PACIFIC CORTEZ SECURITIES INCORPORATED
LA JOLLA CAPITAL CORPORATION | PACIFIC CORTEZ SECURITIES INCORPORATED | LA JOLLA CAPITAL CORPORATION AND LA JOLLA CAPITAL FINANCIAL CORP

CRD#: 24341 / SEC#: , 8-38514

BD
Cancelled by SEC on 07/12/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/16/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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.

Company Information


PACIFIC CORTEZ SECURITIES INCORPORATED

CRD#: 24341

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