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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-20 |
Branch Locations
701 E. Santa Clara Street Suite 30, Ventura, CA 93001 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bfnts Inc | Ventura | CA | 01/1987 | Present |
| Concourse Financial Group Securities Inc | Ventura | CA | 01/2006 | 02/2025 |
| (Dba) Bushey Financial Services | Ventura | CA | 01/1987 | Present |
| Cetera Wealth Services, Llc | Ventura | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) BUSHEY FINANCIAL SERVICES; Investment Related; 701 E Santa Clara St, Ste 30, Ventura, CA 93001; Principal; Start Date 01/1987; 90 hours per month; Financial Planning and Insurance. >> BFNTS INC; Non-Investment Related; 701 E Santa Clara St, Ste 30, Ventura, CA 93001; President/Owner; Start Date 08/2011; 120 hours per month; Tax return preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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