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Stanley Kent Patrick

Bush Wealth Management

Valdosta, GA

CRD 6087163

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Employer firm

Bush Wealth Management CRD 304262

$258M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Bush Wealth Management

2918 N. Oak St., Ste. B, Valdosta, GA 31602 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-07-29
TX RA APPROVED 2019-07-26
  • GA RA
    APPROVED
    Since 2019-07-29
  • TX RA
    APPROVED
    Since 2019-07-26

Branch Locations

2918 N. Oak St., Ste. B, Valdosta, GA 31602 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bush Wealth Management Valdosta GA 05/2013 Present
Lpl Financial Llc Valdosta GA 08/2014 07/2019
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-22
  • S66 Uniform Combined State Law Examination
    2014-11-22
Other Names
  • Stanley Kent Patrick

View on SEC IAPD

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