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Advisor at BUCK WEALTH STRATEGIES, LLC
Leland, NC | 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 | Oct 24, 2023 | n/a | yes | DENVER, CO|Leland, NC | Current employment |
| PRIMERICA ADVISORS | National bd RIA | Feb 10, 2023 | Oct 24, 2023 | no | PLEASANT GROVE, UT|WILMINGTON, NC | Previous registration |
| EDWARD JONES | National bd RIA | Aug 7, 2015 | Dec 16, 2021 | no | WINNABOW, NC|WINNABOW, NC|ST LOUIS, MO|LELAND, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | BUCK WEALTH STRATEGIES, LLC | Oct 24, 2023 | Oct 24, 2023 | 0 | Firm change | Ibd to RIA |
| EDWARD JONES | PRIMERICA ADVISORS | Dec 16, 2021 | Feb 10, 2023 | 421 | Firm change after gap | Ibd to ibd |