Alan Dean Bush

Employer firm

Gulfcrest Capital CRD 314412

$2.17M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 09/2017
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
• 03/2013 → 03/2018
  Managed Account Services (B/D 133803)
  Malvern, PA
• 01/2018 → 12/2021
  Kbk Capital Management Llc
  Delray Beach, FL
• 01/2023 → Present
  Gulfcrest Capital Management Llc
  Boca Raton, FL
• 12/2021 → Present
  Blueshores Management Consulting
  Boca Raton, FL

Previous Registrations

• 2018-01-12 → 2021-12-22
  Kbk Capital Management, Llc
  Delray Beach, FL
• 2002-11-04 → 2017-09-21
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
  Boca Raton, FL
• 2003-03-19 → 2004-01-14
  Advest, Inc.
  Boca Raton, FL

Other Businesses

BlueShores Management Consulting; not investment related; 433 Plaza Real, Suite 275; Boca Raton, FL 33432; Management consulting services to small/medium sized businesses; Consultant; 25% Partner; 12/2021; 10 hours per month; 0.5 hour during securities trading hours; provide management consulting services.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-10
• S63 Uniform Securities Agent State Law Examination
  1986-05-16

Other Names

• Alan Dean Bush