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Lonny J. Rush

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CRD#: 3118353
LR

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.

Lonny Justin Rush, who also goes by Lonnie Justin Rush, was a registered financial professional .

Lonny is a previously registered financial professional and started their career in finance in 2008. Lonny had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lonnie Justin Rush

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.
GRID SUBJECT MATTER EXPERTS, LLC 1847 Iron Point Road Suite 140 FOLSOM, CA 95630 THE LINE OF BUSINESS IS ENERGY CONSULTING. I AM A CO-FOUNDER/OWNER from 4/2011 to present. I DEVOTE APPROXIMATELY 50% OF MY TIME, APPROXIMATELY 2-6 HOURS ON ANY PARTICULAR DAY DURING NORMAL BUSINESS HOURS AND SOMETIMES ON WEEKENDS AND APPROXIMATELY 100 HOURS PER MONTH, ON THIS BUSINESS AS AN OWNER WHO WORKS WITH THE CEO AND LEADERSHIP TEAM ON STRATEGY AND TACTICS OF THE BUSINESS AS IT RELATES TO THE ENERGY INDUSTRY. Farnam Street Investments I am a 50% owner and dedicate APPROXIMATELY 50% of my time, APPROXIMATELY 2-6 HOURS ON ANY PARTICULAR DAY DURING NORMAL BUSINESS HOURS AND SOMETIMES ON WEEKENDS AND APPROXIMATELY 100 HOURS PER MONTH, to this business as Chief Investment Officer where I manage investment decisions for The 5505 Fund.

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

January 21, 2011 - December 31, 2023

FARNAM STREET INVESTMENTS

RIA
CRD#: 155372
FOLSOM, CA
Past

August 20, 2008 - December 31, 2020

RUSH CAPITAL MANAGEMENT

RIA
CRD#: 146724
FOLSOM, CA

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
IAR
Series 65
Date: 5/1/2008
Uniform Investment Adviser Law Examination

Current Firm


FS
FARNAM STREET INVESTMENTS
FARNAM STREET INVESTMENTS | FARNAM STREET INVESTMENTS, LLC

CRD#: 155372 / SEC#:

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Contact information


Main Address
13389 Folsom Blvd #300-343, Folsom, CA 95630
Mailing Address
Phone number
(916) 542-2008
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts117
AUM (Assets Under Management)$ 27,700,000

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


FARNAM STREET INVESTMENTS

CRD#: 155372

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