DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BUCK WEALTH STRATEGIES, LLC
Shallotte, NC
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 | Jul 12, 2022 | n/a | yes | Shallotte, NC | Current employment |
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Aug 17, 2016 | Jul 1, 2022 | no | Shallotte, NC|TAMPA, FL|South Carolina, SC|Leland, NC|Wilmington, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | BUCK WEALTH STRATEGIES, LLC | Jul 1, 2022 | Jul 12, 2022 | 11 | Firm change | RIA to new firm |