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Sam Bhushan

Some features on this profile are disabled
CRD#: 4884717
SB

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.

Sam Bhushan, who also goes by Sameer Bhushan, Sam Bhushan, was a registered financial professional .

Sam is a previously registered financial professional and started their career in finance in 2005. Sam had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 62 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sameer Bhushan | Sam Bhushan

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

July 15, 2017 - December 31, 2025

CABIN SECURITIES, INC.

BD
CRD#: 137608
Irvine, CA
Past

April 14, 2016 - July 13, 2017

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
Newport Beach, CA
Past

December 11, 2015 - April 5, 2016

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

October 27, 2014 - December 8, 2015

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK CITY, NY
Past

January 3, 2014 - October 6, 2014

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

October 8, 2013 - December 31, 2013

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

September 16, 2011 - September 21, 2011

KBR CAPITAL MARKETS, LLC

BD
CRD#: 128800
PALO ALTO, CA
Past

May 13, 2011 - September 26, 2011

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

January 18, 2007 - May 2, 2008

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

July 26, 2006 - April 19, 2010

CABIN SECURITIES, INC.

BD
CRD#: 137608
IRVINE, CA
Past

May 20, 2005 - August 29, 2006

BURCH & COMPANY, INC

BD
CRD#: 102280
SAN CLEMENTE, CA
Past

March 17, 2005 - May 20, 2005

JAMES HAROLD GOODE, JR.

BD
CRD#: 16334
SAN CLEMENTE, 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
RR
Series 63
Date: 7/18/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 4/27/2007
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 3/15/2005
Direct Participation Programs Representative Examination

Current Firm

CS
CABIN SECURITIES, INC.
ARGUS FINANCIAL SERVICES INC. | CABIN SECURITIES, INC. | ARI FINANCIAL SERVICES, INC.

CRD#: 137608 / SEC#: , 8-67097

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
6240 W 135th Street Suite 214, Overland Park, KS 66223
Mailing Address
6240 W 135th Street Suite 214, Overland Park, KS 66223
Phone number
(816) 699-1204
Established
Missouri since 09/06/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CANDLER, WILLIAM BRIANPRINCIPAL FINANCIAL OFFICER2802438
CANDLER, WILLIAM BRIANPRINCIPAL OPERATIONS OFFICER2802438
CANDLER, WILLIAM BRIANPRESIDENT2802438
ATCHITY, MARK AARONCHIEF COMPLIANCE OFFICER2530342

Disclosures

Regulatory Event1

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

CABIN SECURITIES, INC.

CRD#: 137608

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