This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SOBITZ FINANCIAL GROUP, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Chartered Financial Consultant

Exams

S63

First exam

Dec 16, 1998

First registration

Nov 10, 2010

Dual registered

no

IAPD individual key

1058808

• Occurred

  Sep 3, 2025
  Advisor changed firm

  William Leo Bush left Lincoln Investment for Capital Analysts (registered 2012-06-05)

  Form ADVobserved 4 days ago
• Occurred

  Sep 3, 2025
  Advisor changed firm

  William Leo Bush left Capital Analysts for Sobitz Financial Group, Llc (registered 2025-09-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60ca6c86-1ff0-022d-b896-ffd45393fa83

First observed

Nov 10, 2010

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.