William Leo Bush

Employer firm

Sobitz Financial Group, LLC CRD 337210

$88.7M 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

• 03/1988 → Present
  Curtis Professional Group Inc.
  Akron, OH
• 05/2005 → 08/2025
  Capital Analysts Incorporated
  Radnor, PA
• 06/2012 → 08/2025
  Lincoln Investment
  Uniontown, OH
• 09/2025 → Present
  Sobitz Financial Group
  Uniontown, OH

Previous Registrations

• 2012-06-01 → 2025-09-03
  Lincoln Investment
  Uniontown, OH
• 2012-06-05 → 2025-09-03
  Capital Analysts
  Uniontown, OH
• 2010-11-10 → 2012-06-01
  Cincinnati Analysts, Inc.
  Uniontown, OH
  Uniontown, OH
  Cincinnati, OH

Other Businesses

LIFE INSURANCE AND ANNUITIES POSITION: Agent sales and service NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1980 ADDRESS: 3500 Massillon Rd. STE 490, Uniontown OH 44685, United States DESCRIPTION: fixed insurance sales to provide for clients insurance and fixed annuity needs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-16

Designations

• Chartered Financial Consultant