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RIA / WealthAdvisor18 years in industry

DAVID WILLIAM BUSH

Advisor at PRIVATE CLIENT ADVISOR GROUP, LLC

PALM CITY, FL | Lenexa, KS

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Search this name across graphsid dfx:ria:825fc49c-b126-713b-3d13-e36523daf449

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 1, 2008 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE CLIENT ADVISOR GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 31, 2008
First registration: Aug 1, 2008
Dual registered: no
Other names: DAVID W BUSH
IAPD individual key: 5537832

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE CLIENT ADVISOR GROUP, LLC	Independent wealth	Jun 13, 2024	n/a	yes	PALM CITY, FL\|Lenexa, KS	Current employment
Owlfi	Former SEC adviser	Apr 27, 2021	Aug 22, 2024	no	LENEXA, KS	Previous registration
MOTIV8 INVESTMENTS LLC	Independent wealth	May 14, 2019	Jan 18, 2022	no	PORT ST LUCIE, FL\|Lenexa, KS	Previous registration
ALLOS INVESTMENT ADVISORS, LLC	Independent wealth	Dec 1, 2015	Oct 30, 2018	no	OVERLAND PARK, KS	Previous registration
SEARCY FINANCIAL SERVICES, INC.	Independent wealth	Dec 1, 2015	Oct 30, 2018	no	OVERLAND PARK, KS	Previous registration
WADDELL & REED	Former SEC adviser	Mar 6, 2012	Dec 10, 2015	no	SHAWNEE, KS\|OVERLAND PARK, KS	Previous registration
EDWARD JONES	National bd RIA	Aug 1, 2008	Feb 1, 2012	no	OLATHE, KS\|ST LOUIS, MO\|LENEXA, KS\|Olathe, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Owlfi	PRIVATE CLIENT ADVISOR GROUP, LLC	Aug 22, 2024	Jun 13, 2024	-70	Firm change after gap	RIA to RIA
MOTIV8 INVESTMENTS LLC	Owlfi	Jan 18, 2022	Apr 27, 2021	-266	Firm change after gap	Other
SEARCY FINANCIAL SERVICES, INC.	ALLOS INVESTMENT ADVISORS, LLC	Oct 30, 2018	Dec 1, 2015	-1,064	Firm change after gap	Other
ALLOS INVESTMENT ADVISORS, LLC	MOTIV8 INVESTMENTS LLC	Oct 30, 2018	May 14, 2019	196	Firm change	RIA to RIA
WADDELL & REED	SEARCY FINANCIAL SERVICES, INC.	Dec 10, 2015	Dec 1, 2015	-9	Firm change	Other
EDWARD JONES	WADDELL & REED	Feb 1, 2012	Mar 6, 2012	34	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
311854:330038:KS:2024-08-22	Aug 22, 2024	Jun 13, 2024	LENEXA, KS	Firm change after gap
285560:311854:KS:2022-01-18	Jan 18, 2022	Apr 27, 2021	LENEXA, KS	Firm change after gap

Relationships

Registered with (7)

→ PRIVATE CLIENT ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Jun 13, 2024 to presentfactForm ADV
→ OWLFIRegistered adviserregistration: previous registration
Apr 27, 2021 to Aug 22, 2024factForm ADV
→ MOTIV8 INVESTMENTS LLCRegistered adviserregistration: previous registration
May 14, 2019 to Jan 18, 2022factForm ADV
→ SEARCY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 1, 2015 to Oct 30, 2018factForm ADV
→ ALLOS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 1, 2015 to Oct 30, 2018factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 6, 2012 to Dec 10, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 1, 2008 to Feb 1, 2012factForm ADV

Dated events

Occurred
Aug 22, 2024
Advisor changed firm
David William Bush left Owlfi for Private Client Advisor Group, Llc (registered 2024-06-13)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
David William Bush left Motiv8 Investments Llc for Owlfi (registered 2021-04-27)
Form ADVobserved 6 days ago