Alan D. Bush
Professional summary
Alan Dean Bush MR., who also goes by Alan Dean Bush, is a registered financial advisor currently at GULFCREST CAPITAL located in Boca Raton, Florida.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Alan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 41, Series 1, Series 12, Series 4, F04 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alan Dean Bush MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 2023 - Present
GULFCREST CAPITAL
Office #1: 433 Plaza Real Suite 275, Boca Raton, FL 33432January 12, 2018 - December 22, 2021
KBK CAPITAL MANAGEMENT, LLC
May 7, 2010 - March 23, 2018
MANAGED ACCOUNT SERVICES, LLC
March 22, 2006 - May 12, 2010
JESUP & LAMONT SECURITIES CORP
March 19, 2003 - January 14, 2004
ADVEST, INC.
November 4, 2002 - September 21, 2017
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
July 21, 1993 - March 6, 2006
ADVEST, INC.
October 3, 1988 - July 16, 1993
DOMINICK & DICKERMAN LLC
November 20, 1987 - October 3, 1988
DOMIK CORP.
February 4, 1974 - September 25, 1986
JW GENESIS CLEARING CORP.
September 19, 1972 - January 15, 1974
HESS INVESTMENT CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/12/2023)
Exams
Series 41
Date: 12/19/1981
NYSE Allied Member ExaminationSeries 1
Date: 9/16/1972
Registered Representative ExaminationSeries 12
Date: 12/19/1981
NYSE Branch Manager ExaminationF04
Date: 12/8/1973
Financial Principal ExaminationSeries 00
Date: 12/8/1973
General Securities Principal ExaminationCurrent Firm
GULFCREST CAPITAL
CRD#: 314412 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 2,168,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
GULFCREST CAPITAL
CRD#: 314412Boca Raton, FL 33432TRUST BUT VERIFY
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