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Advisor at BUCK WEALTH STRATEGIES, LLC
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 | Feb 10, 2025 | n/a | yes | DENVER, CO | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 23, 2023 | Feb 7, 2025 | no | GREENWOOD VILLAGE, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 19, 2016 | Jun 3, 2023 | no | Lone Tree, CO|Lone Tree, CO|Lone Tree, CO|Lone Tree, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | BUCK WEALTH STRATEGIES, LLC | Feb 7, 2025 | Feb 10, 2025 | 3 | Firm change | Ibd to RIA |
| CHARLES SCHWAB & CO., INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jun 3, 2023 | Aug 23, 2023 | 81 | Firm change | Ibd to ibd |