Courtney B. Gooding

BUSH WEALTH MANAGEMENT

Valdosta, GA 31602

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CRD#: 6755293

Professional summary

Courtney Bonner Gooding, who also goes by Courtney Margaret Bonner, Courtney Gooding, is a registered financial advisor currently at BUSH WEALTH MANAGEMENT located in Valdosta, Georgia.

Courtney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Courtney has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Courtney Margaret Bonner | Courtney Gooding

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.

Park Terrace Properties; investment related; 1214 Hickory Dr, Valdosta, GA 31602; rental properties; Vice President; start date 10/2013; approximately 2 hours per month; 0 hours per month during securities trading hours; duties include strategic planning, touring potential properties, and design assistance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Courtney Bonner Gooding'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 23, 2019 - Present

BUSH WEALTH MANAGEMENT

Office #1: 2918 N. Oak St., Ste. B, Valdosta, GA 31602

RIA

CRD#: 304262

Valdosta, GA

Past

November 20, 2017 - August 16, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

VALDOSTA, GA

Past

August 18, 2017 - August 16, 2019

LPL FINANCIAL LLC

CRD#: 6413

VALDOSTA, GA

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".

BUSH WEALTH MANAGEMENT

BUSH INVESTMENT GROUP, LLC | BUSH WEALTH MANAGEMENT | BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT

CRD#: 304262 / SEC#: 801-116917

RIA

Registered Investment Advisory firm - (7/3/2019 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

Georgia
(7/23/2019)

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: 11/1/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2017

General Securities Representative Examination

Current Firm

BUSH WEALTH MANAGEMENT

BUSH INVESTMENT GROUP, LLC | BUSH WEALTH MANAGEMENT | BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT

CRD#: 304262 / SEC#: 801-116917

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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Contact information

Main Address

2918 N. Oak St., Ste. B, Valdosta, GA 31602

Mailing Address

Phone number

(229) 247-1474

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/28/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 213,112,663

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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Courtney B. Gooding

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Courtney Bonner Gooding's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUSH WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

BUSH WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2017

Current Firm

BUSH WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BUSH WEALTH MANAGEMENT

TRUST BUT VERIFY

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