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.

Current firm

BUCK WEALTH STRATEGIES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 17, 2018

First registration

Aug 26, 2019

Dual registered

yes, broker-dealer

Other names

SOO JOONG YONG

IAPD individual key

5775836

• Occurred

  Sep 15, 2022
  Advisor changed firm

  Jake Soo Yong left Ameriprise Financial Services, Llc for Buck Wealth Strategies, Llc (registered 2022-09-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1b560b26-9303-e4a8-a6fc-18dfdcd06ba8

First observed

Aug 26, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.