DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
James Steven Rush
Certified Financial Planner
Feed of 09/14/2026
At current firm
9 y
since Oct 11, 2016
In the industry
36 y
since Apr 27, 1990 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Signature Financial Advisors state registered currentsince Oct 11, 2016 · Houston, Tx
- Wealth Mentors, LLC unclassifiedAug 7, 2009 to Dec 31, 2016 · Houston, Tx
- Amegy Investments, Inc. formerJan 14, 2009 to May 6, 2009 · Cypress, Tx
- Zions Capital Advisors, Inc. institutionalMay 8, 2007 to Jan 6, 2009 · League City, Tx
- Amegy Investments, Inc. formerFeb 23, 2004 to Dec 31, 2006 · Houston, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 27, 1990 to Feb 20, 2004 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Wealth Mentors, LLC to Signature Financial Advisorsleft Dec 31, 2016, registered Oct 11, 2016 (-81 days) · Other
- Amegy Investments, Inc. to Wealth Mentors, LLCleft May 6, 2009, registered Aug 7, 2009 (93 days) · Other
- Zions Capital Advisors, Inc. to Amegy Investments, Inc.left Jan 6, 2009, registered Jan 14, 2009 (8 days) · Other
- Amegy Investments, Inc. to Zions Capital Advisors, Inc.left Dec 31, 2006, registered May 8, 2007 (128 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Amegy Investments, Inc.left Feb 20, 2004, registered Feb 23, 2004 (3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address