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Advisor at BUCK WEALTH STRATEGIES, LLC
HONOLULU, HI | 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 | Jan 9, 2023 | n/a | yes | DENVER, CO|HONOLULU, HI | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Dec 6, 2019 | Apr 24, 2023 | no | HONOLULU, HI|KAHULULU, HI | Previous registration |
| Spc | Bd affiliated wealth | Apr 4, 2019 | Dec 2, 2019 | no | Honolulu, HI|ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | BUCK WEALTH STRATEGIES, LLC | Apr 24, 2023 | Jan 9, 2023 | -105 | Firm change after gap | Ibd to RIA |
| Spc | AE WEALTH MANAGEMENT, LLC | Dec 2, 2019 | Dec 6, 2019 | 4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110692:282580:MI:2019-12-02 | Dec 2, 2019 | Dec 6, 2019 | ANN ARBOR, MI | Firm change |