Kevin A. Bush

GULFCREST CAPITAL

Boca Raton, FL 33432

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CRD#: 3252518

Professional summary

Kevin Alan Bush is a registered financial advisor currently at GULFCREST CAPITAL located in Boca Raton, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kevin has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Kevin Alan Bush'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

August 25, 2021 - Present

GULFCREST CAPITAL

Office #1: 433 Plaza Real Suite 275, Boca Raton, FL 33432

RIA

CRD#: 314412

Boca Raton, FL

Past

February 8, 2018 - December 22, 2021

KBK CAPITAL MANAGEMENT, LLC

RIA

CRD#: 288662

DELRAY BEACH, FL

Past

January 29, 2015 - December 31, 2016

BLUE SHORES CAPITAL MANAGEMENT LLC

RIA

CRD#: 173933

BOCA RATON, FL

Past

May 7, 2010 - April 13, 2015

MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803

BOCA RATON, FL

Past

March 27, 2006 - May 12, 2010

JESUP & LAMONT SECURITIES CORP

CRD#: 39056

BOCA RATON, FL

Past

November 13, 2002 - April 13, 2017

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

RIA

CRD#: 120420

BOCA RATON, FL

Past

August 2, 2001 - March 6, 2006

ADVEST, INC.

CRD#: 10

HARTFORD, CT

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
(8/25/2021)

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

Series 63

Date: 8/22/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/3/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/2001

General Securities Representative Examination

Current Firm

GULFCREST CAPITAL

GULFCREST CAPITAL | GULFCREST CAPITAL MANAGEMENT LLC

CRD#: 314412 / SEC#:

Florida

Registered Investment Advisory firm - (8/25/2021 Approved)

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Contact information

Main Address

433 Plaza Real Suite 275, Boca Raton, FL 33432

Mailing Address

Phone number

(561) 945-3115

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 2,168,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kevin A. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Alan Bush's CRS (Customer Relationship Summary).

Certified licenses

Experience

KBK CAPITAL MANAGEMENT, LLC

BLUE SHORES CAPITAL MANAGEMENT LLC

MANAGED ACCOUNT SERVICES, LLC

JESUP & LAMONT SECURITIES CORP

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

ADVEST, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/2001

Series 65

Date: 8/3/2001

SIE

Date: 4/13/2015

Series 7

Date: 7/30/2001

Current Firm

GULFCREST CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GULFCREST CAPITAL

TRUST BUT VERIFY

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