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CB

Cynthia J. Bush

Some features on this profile are disabled
CRD#: 2994779
CB

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.

Cynthia June Bush, who also goes by Cynthia J Bush, Cynthia J Robinson, Cynthia June Robinson, Cynthia June Stansburty, Cynthia J Stansbury, was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 1998. Cynthia had worked at 17 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 10, Series 9, Series 28, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Cynthia J Bush | Cynthia J Robinson | Cynthia June Robinson | Cynthia June Stansburty | Cynthia J Stansbury

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.
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Financial officer Providence Baptist Church, no investment related, Financial Officer (1099), budget oversight and bookkeeping, College Park GA 30349, January 2009 - present, devoted 10 hours per month, maybe 2 most months none during securities trading hours. LovelyKnitsGoods Craft/Hobby, not investment related, Owner, Craft knitting and crochet, College Park GA 30349, 03/2018 to present, devoted to the other business - personal time in evenings - 3/4 hrs per month, 0 hours during securities trading hours

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

March 5, 2025 - July 17, 2025

PFS INVESTMENTS INC.

RIA
CRD#: 10111
ATLANTA, GA
Past

February 7, 2025 - July 17, 2025

PFS INVESTMENTS INC.

BD
CRD#: 10111
ATLANTA, GA
Past

October 3, 2022 - February 13, 2024

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA
Past

September 29, 2022 - February 13, 2024

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

August 15, 2022 - September 28, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RALEIGH, NC
Past

August 10, 2022 - September 28, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RALEIGH, NC
Past

March 30, 2021 - July 13, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

March 29, 2021 - July 13, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 31, 2018 - March 10, 2021

UPWELLING CAPITAL GROUP LLC

RIA
CRD#: 164653
Lilburn, GA
Past

August 16, 2018 - October 1, 2018

CRC-IB

BD
CRD#: 158736
NEW YORK, NY
Past

August 16, 2018 - November 9, 2018

STIRA CAPITAL MARKETS GROUP, LLC

BD
CRD#: 141277
IRVINE, CA
Past

August 15, 2018 - October 1, 2018

CR CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 171776
NEWPORT BEACH, CA
Past

April 3, 2017 - January 4, 2021

BRIDGE CAPITAL ASSOCIATES, INC.

BD
CRD#: 143475
LILBURN, GA
Past

November 17, 2015 - October 4, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ATLANTA, GA
Past

December 17, 2013 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
ATLANTA, GA
Past

December 17, 2013 - October 4, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ATLANTA, GA
Past

June 5, 2006 - August 1, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

May 10, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
CHICAGO, IL
Past

May 10, 2006 - August 1, 2013

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 6, 2005 - April 19, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

June 10, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

July 28, 2004 - April 13, 2005

PMG SECURITIES CORPORATION

BD
CRD#: 27107
ELGIN, IL
Past

October 20, 1998 - September 4, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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
IAR
Series 66
Date: 4/8/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/17/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/18/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 28
Date: 3/19/2018
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 12/23/2008
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/27/2007
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/21/2006
General Securities Principal Examination

Current Firm

PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1 Primerica Parkway, Duluth, GA 30099-0001
Mailing Address
1 Primerica Parkway, Duluth, GA 30099-0001
Phone number
(770) 381-1000
Established
Georgia since 07/07/1981
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,762

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PRIMERICA ADVISORS LIFETIME INVESTMENT PROGRAM (4/18/2025)

Direct owners and executive officers

NamePositionCRD#
PRIMERICA FINANCE CORPORATIONDIRECT OWNER
COLEY, DASIA DEBORAHVICE PRESIDENT AND CHIEF FINANCIAL OFFICER6760291
JENDUSA, NICHOLAS ADAMEXECUTIVE VICE PRESIDENT6037365
LESUTIS, MICHAELSENIOR VICE PRESIDENT & CHIEF COUNSEL4751250
MILLER, DEBORAH LYNNEXECUTIVE VICE PRESIDENT3036949
NEMETZ, WILLIAM JAMESDIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER4589878
REGARD, PAUL ETIENNEPRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER2448671
RIVET, LORI ALLISONEXECUTIVE VICE PRESIDENT4496273
SUKIN, KAREN LYNNEXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL6292138
WEIGLE, BRIAN STEVENDIRECTOR AND EXECUTIVE VICE PRESIDENT4131816
WELLS, MICHAEL KURTEXECUTIVE VICE PRESIDENT & TREASURER5999501
WOODRING, DANIEL AARONEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER4028705

Regulatory assets under management

Total Number of Accounts70,434
AUM (Assets Under Management)$ 11,156,017,804

Disclosures

Regulatory Event22
Arbitration2
Bond2

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/26/2024
Cover Page
Report

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

PFS INVESTMENTS INC.

CRD#: 10111

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