Thomas M. Rush

TREMONT STREET ADVISORS

Houston, TX 77034

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CRD#: 5971839

Professional summary

Thomas Mark Rush, who also goes by Mark Rush, T Mark Rush, is a registered financial advisor currently at TREMONT STREET ADVISORS, LLC located in Houston, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Thomas has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Rush | T Mark Rush

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) TREMONT STREET INSURANCE SERVICES, LLC; INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES; GALVESTON, TX; 09/2014. 2) HAM, LANGSTON & BREZINA LLP; CPA; HOUSTON, TX; 12/2015 3) TREMONT STREET FINANCIAL GROUP, LLC; TRAINING/ADMINISTRATION; LEAGUE CITY, TX; 09/2014.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Mark Rush'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

December 4, 2014 - Present

TREMONT STREET ADVISORS, LLC

Office #1: 11550 Fuqua Suite 475, Houston, TX 77034

RIA

CRD#: 172984

Houston, TX

Past

September 5, 2013 - December 17, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

HOUSTON, TX

Past

September 5, 2013 - December 17, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

GALVESTON, TX

Past

April 13, 2012 - August 12, 2013

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

HOUSTON, TX

Past

April 4, 2012 - August 12, 2013

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

HOUSTON, TX

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

Texas
(12/4/2014)

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

IAR

Series 66

Date: 4/12/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/17/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2012

General Securities Representative Examination

Current Firm

TREMONT STREET ADVISORS, LLC

DRDA WEALTH MANAGEMENT, LLC | TREMONT STREET ADVISORS, LLC

CRD#: 172984 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/8/2024 Approved)

Texas

Registered Investment Advisory firm - (12/2/2014 Approved)

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Contact information

Main Address

4440 W Main Street, League City, TX 77573

Mailing Address

Phone number

(281) 386-3692

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 68,974,725

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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Thomas M. Rush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Mark Rush's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREMONT STREET ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/12/2012

SIE

Date: 12/17/2014

Series 7

Date: 4/3/2012

Current Firm

TREMONT STREET ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TREMONT STREET ADVISORS, LLC

TRUST BUT VERIFY

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