Lisa Ann Bush

Current Employers

Employment History

• 08/2015 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marion, OH
• 08/2018 → 01/2021
  Bank Of America, N.A.
  Marion, OH
• 01/2021 → Present
  Sanctuary Wealth
  Marion, OH

Previous Registrations

• 2017-01-03 → 2021-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Findlay, OH

Other Businesses

1.Women's Club Home Position: Secretary Nature: Officer / Director non-profit Investment Related: No Hours: 3 Securities Trading Hours: 3 Start Date: 5/12/2020 Address: 1126 E Center St Marion OH Description: Administrative / Secretary 2. Women's Business Council Position: Vice President Nature: Officer / Director non-profit Investment Related: No Hours: 3 Securities Trading Hours: 1 Start Date: 6/25/2018 Address: PO BOX 19 Marion OH Description: Administrative / Vice President 3. Name: Alluvial Private Wealth Position: Assistant Vice President Nature: Operating entity for investment advisory business Investment Related: Yes Hours: 60 Securities Trading Hours: 240 Start Date: 1/8/2021 Address: 107 N Main St Ste 202 Marion OH Description: Owner/Investment Advisor 4. Name: Alluvial Private Wealth Cleveland QOF Position: Member Nature: Alluvial Private Wealth Cleveland QOF is an opportunity zone business providing financial planning & investment management advice to clients. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 1/6/2023 Address: 107 N Main St STE 202, Marion OH 43302 Description: A Member of Alluvial Private Wealth Cleveland, my responsibility is to provide assistance in the development of business as well as providing financial advice & service to clients 6. Name: Alluvial Private Wealth (Marion) Position: Member Nature: Alluvial Private Wealth (Marion) is a qualified opportunity zone fund which has invested in Alluvial Private Wealth Management LLC which is a qualified opportunity zone business. Alluvial Private Wealth LLC provides financial planning & wealth management services to our clients. Investment Related: Yes Hours: 200 Securities Trading Hours: 130 Start Date: 1/8/2021 Address: 107 N Main St STE 202, Marion OH 43302 Description: My responsibility as a member of Alluvial Private Wealth LLC is to develop business & provide financial advice & service to clients. 7. OHIO STATE UNIVERSITY MARION ADVISORY BOARD POSITION: Advisory Board Member non-profit NATURE: Officer / director non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/04/2025 ADDRESS: 1465 Mt Vernon Ave, Marion OH 43302, United States DESCRIPTION: Officer / director non-profit -administrative, community engagement, collaborates on fundraising efforts,

Exams

• S66 Uniform Combined State Law Examination
  2016-12-29
• S63 Uniform Securities Agent State Law Examination
  2002-01-07

Other Names

• Lisa Ann Earhart
• Lisa Ann Brammer
• Lisa Ann Bush