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Charles E. Bush

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CRD#: 4419903
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.

Charles Edward Bush JR., who also goes by Charles Edward Bush, Chuck Bush, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 2001. Charles had worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Edward Bush | Chuck Bush

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)


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

October 26, 2020 - June 29, 2021

EDGEWATER CAPITAL, LLC

BD
CRD#: 128898
SANTA ANA, CA
Past

April 14, 2015 - March 23, 2020

EDGEWATER CAPITAL, LLC

BD
CRD#: 128898
SANTA ANA, CA
Past

June 9, 2014 - March 17, 2015

INDEPENDENT INVESTMENT BANKERS, CORP.

BD
CRD#: 154134
AUSTIN, TX
Past

October 20, 2009 - June 3, 2014

EDGEWATER CAPITAL, LLC

BD
CRD#: 128898
SANTA ANA, CA
Past

October 19, 2001 - May 17, 2004

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

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
Series 63
Date: 4/21/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/28/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EC
EDGEWATER CAPITAL, LLC
EDGEWATER CAPITAL, LLC

CRD#: 128898 / SEC#: , 8-66184

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
6 Hutton Centre Drive #860, Santa Ana, CA 92707
Mailing Address
6 Hutton Centre Drive #860, Santa Ana, CA 92707
Phone number
(714) 380-3300
Established
California since 08/18/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
KRAMER, CHRISTOPHER ALEXANDERPRESIDENT, CCO, CFO4352074

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


EDGEWATER CAPITAL, LLC

CRD#: 128898

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