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Advisor at BUCKEYE WEALTH MANAGEMENT LLC
WESTERVILLE, OH
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 |
|---|---|---|---|---|---|---|
| BUCKEYE WEALTH MANAGEMENT LLC | Former SEC adviser | Apr 5, 2022 | n/a | yes | WESTERVILLE, OH | Current employment |
| ADAPTATION FINANCIAL ADVISORS INC. | Independent wealth | Oct 18, 2020 | Oct 22, 2021 | no | Westerville, OH|OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADAPTATION FINANCIAL ADVISORS INC. | BUCKEYE WEALTH MANAGEMENT LLC | Oct 22, 2021 | Apr 5, 2022 | 165 | Firm change | Other |