Clarence W. Bush

BUSH CAPITAL MANAGEMENT

Sarasota, FL

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CRD#: 1618495

Professional summary

Clarence Wathal Bush JR, who also goes by C W Bush, C Wathal Bush, Clarence Wathal Bush, Cwathal Bush, is a registered financial advisor currently at BUSH CAPITAL MANAGEMENT, LLC located in Sarasota, Florida.

Clarence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Clarence has worked at 11 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7, Series 22, Series 24 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C W Bush | C Wathal Bush | Clarence Wathal Bush | Cwathal Bush

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.

1) Independent Insurance Agent Inv rel: Y Add: 3953 Prairie Dunes Drive, Sarasota FL 34238 Nature: Health Insurance Position: Agent Start date: 03/31/2015 No. HR/MO: 5 No. HR/MO during sec trading: 5 Describe duties: Insurance Brokerage, Health 2) Name: Berkshire Hathaway Home Services Inv rel: Y Add:7231 South Tamiami Trail, Sarasota FL 34231 Nature: Real Estate Position: Sales Agent Start date: 4/24/17 No. HR/MO: 20 No. HR/MO during sec trading: 0 Describe duties: I will be involved as a realtor working as a weekend agent involved in buy and sell activity. I am a licensed real estate agent in the State of Florida. 3) B&H Ag Hauling, an agricultural hauling company. Location: GA. Non-investment related. Title: Owner/Manager; Time spent on this activity: 5 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clarence Wathal 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, 2018 - Present

BUSH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 297742

Sarasota, FL

Past

March 25, 2017 - June 29, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SARASOTA, FL

Past

March 25, 2017 - June 29, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

SARASOTA, FL

Past

May 19, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SARASOTA, FL

Past

April 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SARASOTA, FL

Past

June 17, 2013 - November 26, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

TAMPA, FL

Past

August 1, 2001 - August 11, 2003

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

August 4, 1998 - August 13, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

CRD#: 38988

ATLANTA, GA

Past

January 23, 1997 - July 2, 1998

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

August 11, 1995 - January 20, 1997

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

September 28, 1990 - July 13, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 28, 1990 - July 13, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

February 14, 1990 - August 24, 1990

J. W. GANT & ASSOCIATES, INC.

CRD#: 7963

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
(9/4/2018)

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

IAR

Series 65

Date: 4/18/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/7/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/8/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/2013

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/23/1986

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/1998

General Securities Principal Examination

Principal/Supervisory Exam

Series 39

Date: 3/25/1987

Direct Participation Programs Principal Examination

Current Firm

BUSH CAPITAL MANAGEMENT, LLC

CRD#: 297742 / SEC#:

Florida

Registered Investment Advisory firm - (9/4/2018 Approved)

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Contact information

Main Address

Sarasota, FL

Mailing Address

Phone number

(941) 400-4147

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 413,025

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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Firm Stability Insights

Clarence W. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clarence Wathal Bush JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

INVESTORS CAPITAL CORP.

CENTENNIAL CAPITAL MANAGEMENT, INC.

IFG NETWORK SECURITIES, INC.

KEOGLER, MORGAN & COMPANY, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

J. W. GANT & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2016

Series 63

Date: 1/7/2016

Series 66

Date: 3/8/2001

SIE

Date: 6/29/2018

Series 7

Date: 6/15/2013

Series 22

Date: 12/23/1986

Series 24

Date: 7/23/1998

Series 39

Date: 3/25/1987

Current Firm

BUSH CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUSH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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