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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-14 |
Branch Locations
944 Washington St., Suite1A, South Easton, MA 02375 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C2P Capital Advisory Group Llc D.b.a. Prosperity Capital Advisor | Westlake | OH | 06/2023 | Present |
| Retirement Income Strategies, Llc Dba Dellelo Wealth Management | South Easton | MA | 03/2014 | Present |
| Next Financial | Houston | TX | 03/2014 | 06/2023 |
1) Ms. Bush is a licensed insurance agent. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Ms. Bush spends approx. 10 hrs/week during trading hours on this activity. 2) Ms. Bush conducts advisory business through the dba Dellelo Wealth Management. 3) Ms. Bush assists with offers tax preparation services and delivery through Shovel Town Tax. Ms. Bush spends approx. 5 hrs/month during trading hours on this activity. This is a non-investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
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