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Mark E. Bushkin
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CRD#: 2051696
MB
Mark Elliott Bushkin
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.
Mark Elliott Bushkin was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 1990. Mark had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 62, Series 52 and Series 6 exams.
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.
1) Bushkin Financial Services Inc~'NIR'~368 South Military Trl~Deerfield Beach~FL~33442~Insurance Agent~Agent~2/1/2008~10hrs~10hrs~Meet, discuss, email with clients on Medicare supplements, Medicare Advantage plans and long term care plans 2)ANDERMAN WEALTH PARTNERS POSITION: Co Advisor NATURE: Wayne Anderman and I, currently have a mutual rep number, #49953 and W37, we currently "share" some mutual clients (split commission) with Wayne as "lead advisor". We currently maintain our own book of business as we have been (my rep #3624 and A7N). On Dec. 1, 2024, I will be "moving" all my clients under our mutual rep number, 49953 & W37 and under Anderman Wealth Partners (AWP). My name will be listed with Wayne's on AWP materials, thus the reason for OBA (although I will maintain Bushkin Financial Services to receive my split commission and for tax reporting purposes). I will still be fully "active", registered with FINRA and Avantax and will continue to be up-to-date on all reg. rep/advisor requirements. Wayne will be the contact person for all my clients and I will be available for all my clients if and when needed. Wayne and I have in place an Avantax approved commission schedule for splitting commissions, when the transition (Dec 1, 2024) takes place (not before then, again, I am maintaining all my current clients under my rep number #3624 and A7N till Dec 1, 2024). INVESTMENT RELATED: Yes NUMBER OF HOURS: 84 SECURITIES TRADING HOURS: 84 START DATE: 02/27/2024 ADDRESS: 2151 West Hillsboro Blvd, Suite 202, Deerfield Beach FL 33442, United States DESCRIPTION: I will continue to be a active reg. rep/advisor just as I am now. We are combining our two individual practices under Anderman Wealth Partners (AWP) as a form of succession planning on my part. With Wayne (and his assistant/spouse, Sheryl) taking over the bulk of advisor duties, it will allow me to lessen my "load" yet have my clients well taken care of, allow me to provide continued quality services for my client, have a form of succession planning and continue to get compensated. I feel this is a good plan instead of selling my business out right.I will get compensated directly for my half from Avantax, will be an active advisor (don't consider me an employee but an equal partner for our shared clients)We will be establishing a Strategic Partnership 3) AARP United Health Care (1); Insurance agent; I have sold Medicare Supplemental & Medicare Advantage plans for yrs.� I may sell a few plans (1-3) a yr, don't believe I have sold any plans the last few yrs.; NIR; 0; 01/01/2011; 2151 West Hillsboro Blvd Deerfield Beach FL 33442; Sell Medicare Supplement and Medicare Advantage plans (and Medicare Part D-meds) as an insurance agent for United Health Care-a 1099 NOT an employee
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®
NoneExperience
Past
September 5, 2025 - March 16, 2026
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
COOPER CITY, FL
Past
August 8, 2025 - March 16, 2026
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
Cooper City, FL
Past
March 31, 1993 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Cooper City, FL
Past
July 9, 1990 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
COOPER CITY, FL
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/3/2010
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CETERA WEALTH SERVICES, LLC
CETERA ADVISOR NETWORKS LLC | GORDON SIMMERS SECURITY CORPORATION | FIRST ASSET MANAGEMENT CORPORATION | FINANCIAL NETWORK INVESTMENT CORPORATION | CETERA WEALTH SERVICES, LLC | CETERA NETWORKS
CRD#: 13572 / SEC#: 801-47342, 8-29577
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
2301 Rosecrans Ave #5100 Suite 5100, El Segundo, CA 90245-5672
Mailing Address
Po Box 983, Saint Cloud, MN 56302
Phone number
(800) 879-8100
Established
Delaware since 12/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
2,881
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CETERA FINANCIAL GROUP, INC. | SOLE MEMBER | |
| BUCHHEISTER, JEFFREY ROBERT | CHIEF FINANCIAL OFFICER | 4709900 |
| BUDEVICH, SERGE | VICE PRESIDENT AND TAX OFFICER | 7996345 |
| BURKOTT, DANIEL PAUL | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 4710068 |
| COAXUM, KOFI SULE | VICE PRESIDENT | 5150018 |
| DOWELL, RODNEY CAMMERON | PRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT | 7376607 |
| GOK, LISA ANNE | SECRETARY | 5059738 |
| GOOLEY, THOMAS ANDREW | MANAGER | 4526760 |
| HALLORAN, THOMAS WILLIAM | VICE PRESIDENT | 1921834 |
| HOLWEGER, KIMBERLEY | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1572778 |
| LEE, WINNIE AI-LING | ASSISTANT SECRETARY | 7381661 |
| MACKAY, TODD CHRISTOPHER | CHIEF EXECUTIVE OFFICER | 2799860 |
| MCCALLOP, PATRICIA RUTHERFORD | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 5059176 |
| MIZUGUCHI, MAURA | CHIEF ACCOUNTING OFFICER AND TREASURER | 5769181 |
| NEARY, JOSEPH DANIEL | MANAGER AND VICE PRESIDENT | 2993505 |
| RAMOS, RAMON | MONEY LAUNDERING REPORTING OFFICER | 2160203 |
| SMILEY, STANLEY ROBERT | VICE PRESIDENT | 3004604 |
| STINSON, TIMOTHY EARL MCCOY | PRESIDENT AND MANAGER | 2272183 |
| STONE, TIMOTHY PATRICK | VICE PRESIDENT | 3038963 |
| VAN HAVERMAAT, DAVID JAMES | ASSISTANT SECRETARY | 7042846 |
| WATTS, ANDREW DAVID | VICE PRESIDENT | 4780880 |
Regulatory assets under management
| Total Number of Accounts | 192,956 |
| AUM (Assets Under Management) | $ 46,651,447,975 |
Disclosures
| Regulatory Event | 20 |
| Civil Event | 2 |
| Arbitration | 15 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
