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
Zachary Adam Bush
Feed of 09/14/2026
Also filed as Zachary Adam Bush
At current firm
4 y
since May 31, 2022
In the industry
14 y
since Nov 17, 2011 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- W.A. Smith Financial Group independent RIA currentsince May 31, 2022 · Sheffield Village, Oh
- J.P. Morgan Securities LLC wirehouseMar 19, 2021 to Jan 4, 2022 · Canton, Oh
- Td Ameritrade Investment Management, LLC formerJul 15, 2016 to Dec 31, 2020 · Canton, Oh
- Td Ameritrade, Inc. formerJul 15, 2016 to Jan 11, 2021 · Orange Village, Oh
- Pnc Wealth Management BD affiliatedJan 8, 2013 to Jun 29, 2016 · Stow, Oh
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 18, 2011 to Nov 27, 2012 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to W.A. Smith Financial Groupleft Jan 4, 2022, registered May 31, 2022 (147 days) · Wirehouse to independent RIA
- Td Ameritrade, Inc. to J.P. Morgan Securities LLCleft Jan 11, 2021, registered Mar 19, 2021 (67 days) · Other · moved with a team
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 31, 2020, registered Jul 15, 2016 (-1630 days) · corporate re-registration, not a move
- Pnc Wealth Management to Td Ameritrade Investment Management, LLCleft Jun 29, 2016, registered Jul 15, 2016 (16 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Managementleft Nov 27, 2012, registered Jan 8, 2013 (42 days) · Other
Signals
- Zachary Adam Bush left J.P. Morgan Securities Llc for W.A. Smith Financial Group (registered 2022-05-31)Jan 4, 2022 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address