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Advisor at BUCK WEALTH STRATEGIES, LLC
Rio Rancho, NM | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BUCK WEALTH STRATEGIES, LLC | Independent wealth | Dec 6, 2023 | n/a | yes | DENVER, CO|Rio Rancho, NM | Current employment |
| PORTSIDE WEALTH GROUP, LLC | Independent wealth | Apr 26, 2023 | Nov 27, 2023 | no | PROVO, UT|Rio Rancho, NM | Previous registration |
| TOWNSQUARE CAPITAL, LLC | Asset manager | Oct 6, 2022 | Jun 23, 2023 | no | Rio Rancho, NM|LEHI, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PORTSIDE WEALTH GROUP, LLC | BUCK WEALTH STRATEGIES, LLC | Nov 27, 2023 | Dec 6, 2023 | 9 | Firm change | RIA to RIA |
| TOWNSQUARE CAPITAL, LLC | PORTSIDE WEALTH GROUP, LLC | Jun 23, 2023 | Apr 26, 2023 | -58 | Bulk transfer | RIA to new firm |