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Parker A. Bush

COASTEDGE PARTNERS
SAN DIEGO, CA 92121
Some features on this profile are disabled
CRD#: 6077208
PB

Professional summary


Parker A Bush, who also goes by Parker Allen Bush, is a registered financial advisor currently at COASTEDGE PARTNERS, LLC located in San Diego, California.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Parker has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Parker Allen 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.
School Teacher at San Diego Jewish Academy. Non-investment related.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Parker A Bush'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®
None

Experience


Current

July 11, 2016 - Present

COASTEDGE PARTNERS, LLC

Office #1: 4655 Executive Drive Suite 325, San Diego, CA 92121
RIA
CRD#: 149685
SAN DIEGO, CA
Past

December 23, 2013 - August 12, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LA JOLLA, CA
Past

September 26, 2013 - August 12, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LA JOLLA, CA

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".
CP
COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA
Registered Investment Advisory firm - (12/9/2009 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.

Highlighted states indicate IAR registrations

IAR
California
(7/11/2016)
IAR
Minnesota
(7/13/2016)
IAR
Texas
(7/11/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2013
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


CP
COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA
Registered Investment Advisory firm - (12/9/2009 Approved)
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Contact information


Main Address
4655 Executive Drive Suite 325, San Diego, CA 92121
Mailing Address
Phone number
(858) 997-2777
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 DISCLOSURE BROCHURE (5/1/2025)

Regulatory assets under management


Total Number of Accounts1,151
AUM (Assets Under Management)$ 1,751,672,000

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
01/24/2025
12/22/2023
01/03/2023

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


COASTEDGE PARTNERS, LLC

CRD#: 149685San Diego, CA 92121

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