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Steven J. Thrush

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CRD#: 865485
ST

Professional summary


Steven James Thrush was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Steven is a previously registered financial professional and started their career in finance in 1979. Prior to being barred, Steven had worked at 11 firms, which includes SUMMIT FINANCIAL GROUP INC, SUMMIT BROKERAGE SERVICES INC., CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC., CAMBRIDGE INVESTMENT RESEARCH INC., OSAIC SERVICES INC., SUNAMERICA SECURITIES INC., PIPER SANDLER & CO., WELLS FARGO CLEARING SERVICES LLC, BOETTCHER & COMPANY INC., UBS FINANCIAL SERVICES INC., E. F. HUTTON & COMPANY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Thrush

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.

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

February 13, 2014 - April 18, 2019

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
TUSCAN, AZ
Past

January 31, 2014 - April 18, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
TUCSON, AZ
Past

July 23, 2008 - February 6, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
TUCSON, AZ
Past

July 14, 2008 - February 6, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
TUCSON, AZ
Past

July 12, 2007 - July 16, 2008

OSAIC SERVICES, INC.

RIA
CRD#: 133763
TUCSON, AZ
Past

October 31, 2005 - July 16, 2008

OSAIC SERVICES, INC.

BD
CRD#: 133763
TUCSON, AZ
Past

October 6, 1995 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

September 28, 1992 - October 16, 1995

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

September 4, 1990 - September 28, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

January 3, 1990 - September 4, 1990

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

April 1, 1987 - January 20, 1990

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 1, 1979 - April 7, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
IAR
Series 65
Date: 3/30/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/23/1986
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/10/1992
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

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


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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