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

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 14, 2023

First registration

Jul 24, 2024

Dual registered

yes, broker-dealer

Other names

Trent William Richardson|Trent Richardson

IAPD individual key

7930952

• Occurred

  Feb 23, 2026
  Advisor changed firm

  Trent Richardson left Symphony One Capital Management, Llc for Buck Wealth Strategies, Llc (registered 2026-02-23)

  Form ADVobserved 5 days ago
• Occurred

  May 12, 2025
  Advisor changed firm

  Trent Richardson left Equitable Advisors, Llc for Symphony One Capital Management, Llc (registered 2025-06-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8aaf304c-42bb-ef5a-fd02-75500bb3cb6f

First observed

Jul 24, 2024

Last observed

Sep 15, 2026 5 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.