Bradley J. Busbin

THE LIFE WEALTH GROUP

WINTER GARDEN, FL 34787

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CRD#: 5024144

Professional summary

Bradley James Busbin, CFP®, who also goes by Brad James Busbin, Brad Busbin, Bradley Busbin, is a registered financial advisor currently at THE LIFE WEALTH GROUP located in Winter Garden, Florida and MADISON AVENUE SECURITIES, LLC located in Winter Garden, Florida.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Bradley has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad James Busbin | Brad Busbin | Bradley Busbin

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.

1.) SIGNIFICANT WEALTH MANAGEMENT DBA THE LIFEWEALTH GROUP; INVESTMENT-RELATED; 270 W. PLANT ST., SUITE 240, WINTER GARDEN, FL 34787; INSURANCE SALES AND SERVICE; 08/2009; 160 HOURS/MONTH; 20 HOURS/MONTH; SALES OF FIXED INSURANCE PRODUCTS 2.) BUSBIN LAW FIRM; NON INVESTMENT-RELATED; 2295 S. HIAWASSEE ROAD, SUITE 207 ORLANDO, FL 32835; LEGAL SERVICES INCLUDING TRUST ADMINSITRATION; SOLE PRESIDENT/OWNER ATTORNEY; 04/2017; 100 HOURS/MONTH; 100 HOURS/MONTH; ESTATE PLANNING AND ESTATE DOCUMENT PREPARATION 3.) BUSBIN PROPERTIES, LLC; NON INVESTMENT-RELATED; 15027 MASTHEAD LANDING CIR. WINTER GARDEN, FL 34787; COMMERCIAL REAL ESTATE LEASING; MEMBER/MANAGER; 1/2018; 8 HOURS/MONTH; 0 HOURS/MONTH; RENT COLLECTION, LEASE DRAFTING 4.) MADISON AVENUE SECURITIES; YES INVESTMENT RELATED; 13500 EVENING CREEK DR. N SUITE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 5/3/2018; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 5.) LIFEWEALTH INVESTMENT LLC; INVESTMENT RELATED - YES; 270 W. PLANT ST., SUITE 240, WINTER GARDEN, FL 34787; INVESTMENT ADVISOR REPRESENTATIVE; FINANCIAL ADVISOR, INVESTMENT ADVICE, SALES FINANCIAL PLANNING; 6 HOURS PER WEEK; START DATE; 11/4/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Busbin's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

November 20, 2024 - Present

THE LIFE WEALTH GROUP

Office #1: 270 W. Plant Street Ste. 240, Winter Garden, FL 34787

RIA

CRD#: 332978

WINTER GARDEN, FL

Current

May 3, 2018 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 270 W. Plant St. Suite 240, Winter Garden, FL 34787

RIA

CRD#: 23224

Winter Garden, FL

Past

May 15, 2018 - May 1, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Winter Garden, FL

Past

November 8, 2012 - May 4, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

Orlando, FL

Past

November 2, 2012 - May 4, 2018

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

ORLANDO, FL

Past

January 6, 2010 - November 2, 2012

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

ORLANDO, FL

Past

January 4, 2010 - November 2, 2012

G. A. REPPLE & COMPANY

CRD#: 17486

ORLANDO, FL

Past

July 8, 2008 - June 19, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

WINTER GARDEN, FL

Past

July 7, 2008 - June 19, 2009

LPL FINANCIAL LLC

CRD#: 6413

WINTER GARDEN, FL

Past

May 4, 2007 - July 8, 2008

MERRIMAC CORPORATE SECURITIES, INC.

RIA

CRD#: 35463

ALTAMONTE SPRINGS, FL

Past

May 5, 2006 - July 8, 2008

MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463

ALTAMONTE SPRINGS, FL

Past

October 11, 2005 - March 29, 2006

NORTH AMERICAN CLEARING, INC.

CRD#: 39118

LONGWOOD, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/11/2018)

California
(5/4/2018)

Florida
(5/15/2018)

IAR

Florida
(11/20/2024)

Georgia
(5/30/2018)

Nevada
(5/24/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/29/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/20/2005

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/10/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/19/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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Contact information

Main Address

270 W. Plant Street Ste. 240, Winter Garden, FL 34787

Mailing Address

Phone number

(407) 299-4129

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE LIFEWEALTH GROUP ADV 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts	314
AUM (Assets Under Management)	$ 177,712,580

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.

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Advisor Monitoring

Firm Stability Insights

Bradley J. Busbin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Busbin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRIMAC CORPORATE SECURITIES, INC.

MERRIMAC CORPORATE SECURITIES, INC.

NORTH AMERICAN CLEARING, INC.

Primary Firm SEC Registration

THE LIFE WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2007

Series 63

Date: 6/29/2006

SIE

Date: 10/1/2018

Series 55

Date: 12/20/2005

Series 7

Date: 10/10/2005

Series 24

Date: 12/19/2007

FINRA

Current Firm

THE LIFE WEALTH GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE LIFE WEALTH GROUP

TRUST BUT VERIFY

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