DB
Donald W. Bussell Ii
THEUS WEALTH ADVISORS
WESTERVILLE, OH
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CRD#: 7343656
DB
Professional summary
Donald William Bussell Ii is a registered financial advisor currently at THEUS WEALTH ADVISORS located in Westerville, Ohio.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Donald has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Donald William Bussell Ii's 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®
NoneExperience
Current
March 15, 2021 - Present
THEUS WEALTH ADVISORS
RIA
CRD#: 169994
WESTERVILLE, OH
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
Ohio(3/15/2021)
IAR
Texas(4/4/2024)
Current Firm
TW
THEUS WEALTH ADVISORS
MARATHON FINANCIAL GROUP, LLC | THEUS WEALTH ADVISORS
CRD#: 169994 / SEC#:
Louisiana
Registered Investment Advisory firm - (1/3/2022 Terminated)Maryland
Registered Investment Advisory firm - (2/27/2014 Approved)Ohio
Registered Investment Advisory firm - (9/17/2015 Approved)Pennsylvania
Registered Investment Advisory firm - (4/30/2020 Terminated)Texas
Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Sunbury, OH
Mailing Address
Phone number
(443) 718-6310
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
