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Thomas Mark Rush

TREMONT STREET ADVISORS
HOUSTON, TX
·CRD# 5971839·14 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Rush, T Mark Rush

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

TREMONT STREET ADVISORS, LLC·CRD# 172984
RIA
11550 Fuqua Suite 475, Houston, TX 77034
December 4, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Houston, TX
September 5, 2013 - December 17, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Galveston, TX
September 5, 2013 - December 17, 2014
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Houston, TX
April 13, 2012 - August 12, 2013
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Houston, TX
April 4, 2012 - August 12, 2013

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Current Firm

TS
TREMONT STREET ADVISORS, LLC

DRDA WEALTH MANAGEMENT, LLC | TREMONT STREET ADVISORS, LLC

CRD#: 172984
Louisiana
Registered Investment Advisory firm - Louisiana (4/8/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (12/2/2014 Approved)

Contact Information

Main Address

4440 W Main Street, League City, TX 77573

Phone Number

(281) 386-3692

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

170

AUM (Assets Under Management)

$69,239,754

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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