David Alonzo Bushman

Current Employers

Employment History

• 01/2014 → 12/2018
  Transamerica Financial Advisors, Inc
  South Jordan, UT
• 10/2013 → 09/2020
  World Financial Group, Inc.
  South Jordan, UT
• 12/2014 → Present
  Bushman Accounting, Tax And Financial Services
  Lehi, UT
• 02/2015 → 12/2017
  Craig Hancey & Company
  Murray, UT
• 12/2020 → Present
  Kestra Investment Services, Llc
  Springville, UT

Other Businesses

Name: Red Bridge Investments Investment Related: Yes Address: 1679 S 760 W Lehi UT 84043 Nature of Business: Real Estate; Other Other/None of the Above For now the business just holds my ownership in a real estate development company (Evergreen Pointe). Position, Title or Relationship: Owner Start Date: 3/9/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Fund and find investments Name: Elevated Private Wealth Advisors Investment Related: Yes Address: 2277 W 700 S Springville UT 84663 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: IAR Start Date: 12/18/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Eventually it may include wealth management, for now the main purpose if to refer clients to Tyler Bolyard and his team. Name: RED BRIDGE INVESTMENTS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2020 ADDRESS: 734 Scenic Dr., Spanish Fork UT 84660 DESCRIPTION: Use my personal funds to invest in real estate or lending to non-financial clients. Name: BNI ACDC POSITION: Membership Committee NATURE: Networking INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2023 ADDRESS: 1068 Expressway Lane, Spanish Fork UT 84660 DESCRIPTION: The membership committee decides who can join the chapter and who is renewed. Name: BUSHMAN ACCOUNTING, TAX & FINANCIAL SERVICES PLLC POS: Owner NOB: Tax/Accounting/CPA INV REL: No # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/13/2017 ADDRESS: 734 Scenic Dr., Spanish Fork UT 84660 DESC: I am theowner at the CPA firm and direct all of the operations of the business. Name: SUMMIT OAK ADVISORS POSITION: IAR NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2026 ADDRESS: 2277 W 700 S Suite 2A, Springville UT 84663, United States DESCRIPTION: Eventually, it may include wealth management, for now, the main purpose is to refer clients to Tyler Bolyard and his team. Name: CUSTOM PAYROLL AND ACCOUNTING POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/25/2026 ADDRESS: 5300 Adams Ave Pkwy, Ogden UT 84405, United States DESCRIPTION: Lead the team and continue to provide CPA, Tax, Bookkeeping, and payroll services to the clients of the firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-02
• S63 Uniform Securities Agent State Law Examination
  2014-03-07