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Samir A. Bushra

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CRD#: 6912004
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Samir Abdelsalam Bushra, who also goes by Samir Abdelsalam Bushra, was a registered financial professional .

Samir is a previously registered financial professional and started their career in finance in 2018. Samir had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Samir Abdelsalam Bushra

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 name of the other business: Audubon Minnesota Whether the business is investment�related: No The address of the other business: 1 W. Water Street, Ste 200 The nature of the other business: Environmental Conservatory Non-profit Your position, title, or relationship with the other business: Accounting Clerk The start date of your relationship: May 29, 2019 The approximate number of hours/month you devote to the other business: 80 hours a month. The number of hours you devote to the other business during securities trading hours: 80 hours a month. Briefly describe your duties relating to the other business: -Supporting accounts payable through vendor invoice and disbursement filing and A/P invoice matching & filing -Aiding accounts receivable by processing daily invoices, credit, and cash receipts and collection of past due balances -Providing accounting and administration support (e.g., general ledger account reconciliation, month-end closing) Tax return filings; non-investment related; Savage, MN; Owner; 2020; approx. 25 hours/mo outside trading hours; complete and submit tax return filings.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 16, 2020 - December 31, 2024

NO B.S. ADVISING

RIA
CRD#: 302013
SAVAGE, MN
Past

September 28, 2018 - April 23, 2019

WADDELL & REED

RIA
CRD#: 866
BLOOMINGTON, MN
Past

August 8, 2018 - April 23, 2019

WADDELL & REED

BD
CRD#: 866
BLOOMINGTON, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NB
NO B.S. ADVISING
NO B.S. ADVISING | NO B.S. ADVISING LLC

CRD#: 302013 / SEC#:

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Contact information


Main Address
4960 S Park Dr, Savage, MN 55378
Mailing Address
Phone number
(612) 590-5423
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


NO B.S. ADVISING

CRD#: 302013

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