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Ryan Scott Bush

CFP®, CLU®
DFA SECURITIES
CHARLOTTE, NC
·CRD# 6607799·10 years experience

Professional Summary

Ryan Scott Bush, CFP®, CLU®, who also goes by Ryan Bush, is a registered financial advisor currently at DFA SECURITIES LLC located in Charlotte, North Carolina. Ryan is registered as a RR (Registered Representative) and started their career in finance in 2016. Ryan has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 6, Series 24 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Bush

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Credentials

CFP®
Certified Financial Planner
CLU®
Chartered Life Underwriter

Years of Experience

10 years in the financial services industry

Current & Past Employments

DFA SECURITIES LLC·CRD# 10292
BD
1515 South Tryon Street, Charlotte, NC 28203
May 11, 2023 - Present
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Scottsdale, AZ
December 14, 2020 - April 6, 2023
MML STRATEGIC DISTRIBUTORS, LLC·CRD# 168638
BD
Phoenix, AZ
April 4, 2016 - November 13, 2020
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Phoenix, AZ
April 4, 2016 - November 13, 2020

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Current Firm

DS
DFA SECURITIES LLC

DFA SECURITIES INC. | DFA SECURITIES LLC

CRD#: 10292 / SEC#: 8-27006
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

6300 Bee Cave Road Building One, Austin, TX 78746

Mailing Address

6300 Bee Cave Road Building One, Austin, TX 78746

Phone Number

(512) 306-7400

Established

Delaware since 04/06/2009

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
DIMENSIONAL FUND ADVISORS LPDELAWARE LP AND SOLE MEMBER OF DFAS—
BOOTH, DAVID GILBERTCHAIRMAN1031000
BUTLER, DAVID PAULCO-CHIEF EXECUTIVE OFFICER2305298
GRZELAK, BERNARD JAMESCHIEF FINANCIAL OFFICER, FINANCIAL OPERATIONS PRINCIPAL, AND PRINCIPAL OPERATING OFFICER4285750
NEWELL, CATHERINE LEEVICE PRESIDENT AND SECRETARY2890628
NOTELOVITZ, SELWYN JUSTINGLOBAL CHIEF COMPLIANCE OFFICER2886676
O'REILLY, GERARD KIERANCO-CHIEF EXECUTIVE OFFICER AND CO-CIO4982644

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(5/11/2023)
RR
Alaska
(5/11/2023)
RR
Arizona
(5/12/2023)
RR
Arkansas
(5/11/2023)
RR
California
(5/11/2023)
RR
Colorado
(5/11/2023)
RR
Connecticut
(5/11/2023)
RR
Delaware
(5/11/2023)
RR
District of Columbia
(5/11/2023)
RR
Florida
(5/11/2023)
RR
Georgia
(5/11/2023)
RR
Idaho
(5/11/2023)
RR
Illinois
(5/11/2023)
RR
Indiana
(5/11/2023)
RR
Iowa
(5/11/2023)
RR
Kansas
(5/11/2023)
RR
Kentucky
(5/11/2023)
RR
Louisiana
(5/11/2023)
RR
Maine
(5/11/2023)
RR
Maryland
(5/11/2023)
RR
Massachusetts
(5/11/2023)
RR
Michigan
(5/11/2023)
RR
Minnesota
(5/11/2023)
RR
Mississippi
(5/11/2023)
RR
Missouri
(5/11/2023)
RR
Montana
(5/11/2023)
RR
Nebraska
(5/11/2023)
RR
Nevada
(5/11/2023)
RR
New Hampshire
(5/11/2023)
RR
New Jersey
(5/11/2023)
RR
New Mexico
(5/11/2023)
RR
New York
(5/11/2023)
RR
North Carolina
(5/11/2023)
RR
North Dakota
(5/11/2023)
RR
Ohio
(5/11/2023)
RR
Oklahoma
(5/11/2023)
RR
Oregon
(5/11/2023)
RR
Pennsylvania
(5/11/2023)
RR
Rhode Island
(5/11/2023)
RR
South Carolina
(5/11/2023)
RR
South Dakota
(5/11/2023)
RR
Tennessee
(5/11/2023)
RR
Texas
(5/11/2023)
RR
Utah
(5/11/2023)
RR
Vermont
(5/11/2023)
RR
Virginia
(5/11/2023)
RR
Washington
(5/11/2023)
RR
West Virginia
(5/11/2023)
RR
Wisconsin
(5/11/2023)
RR
Wyoming
(5/11/2023)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2016About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jun 2021About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jul 2016About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ryan Scott Bush's CRS (Customer Relationship Summary).

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