Lea Bush has been an investment adviser representative at Global View Capital Management since September 2024, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Lea Bush’s longest registration is the current one, 2 years at Global View Capital Management since 2024. Before joining Global View Capital Management in 2024, Lea Bush was registered through Asset Allocation Strategies, LLC and Transamerica Financial Advisors, Inc.
- – present · 2 yearsJacksonville, FL · Adviser representative · Firm CRD 158292
- Asset Allocation Strategies, LLC– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 152339
- Transamerica Financial Advisors, Inc.– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Lea Bush is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2024; the most recent is Florida, in October 2024.
- FloridaSince 1 October 2024
- TexasResidentSince 13 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 March 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 November 2016 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lea Rosel Bush
- CRD
- 5937365
- Firm
- Global View Capital Management · CRD 158292
- Office
- Jacksonville, FL
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Lea Bush work?
Lea Bush is an investment adviser representative registered through Global View Capital Management LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Lea Bush a financial advisor?
Yes. Lea Bush has a current investment-adviser registration in Florida and Texas, through Global View Capital Management since September 2024.
How many years of experience does Lea Bush have?
Lea Bush has 10 years in the financial industry, since April 2016, across 3 adviser firms.
What exams has Lea Bush passed?
Lea Bush has passed 3 licensing exams: the Series 6, Series 65 and Series 63. The earliest, the Series 6, was passed in November 2016. FINRA credited Lea Bush with the SIE, which began in October 2018.
Where did Lea Bush work before Global View Capital Management?
Before Global View Capital Management, Lea Bush was registered through Asset Allocation Strategies, LLC, April 2023 to May 2024; Transamerica Financial Advisors, Inc., March 2021 to October 2022.
Where is Lea Bush based?
Lea Bush’s registered office is in Jacksonville, FL.
Is Lea Bush registered with FINRA?
No. Lea Bush has no current broker registration.
How can I verify Lea Bush’s record?
Search CRD 5937365 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lea Bush’s full registration record.
