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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Amy Buck

Advisor at PLANPATH FINANCIAL

MARQUETTE, MI

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Search this name across graphsid dfx:ria:a3d6b79f-77dd-b606-c2a9-fbbb189fcd56

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 17, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PLANPATH FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jan 11, 2019
First registration: Jan 17, 2019
Dual registered: no
Other names: Amy Jo Robb|Amy Buck|Amy Jo Buck
IAPD individual key: 6976894

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PLANPATH FINANCIAL	State registered	Jun 7, 2024	n/a	yes	MARQUETTE, MI	Current employment
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Aug 5, 2022	Feb 16, 2024	no	MARQUETTE, MI	Previous registration
B.A. ROBERTS FINANCIAL SERVICES, INC.	Independent wealth	Jun 3, 2019	Jun 14, 2022	no	MARQUETTE, MI	Previous registration
EDWARD JONES	National bd RIA	Jan 17, 2019	Mar 26, 2019	no	Marquette, MI\|ST LOUIS, MO\|ISHPEMING, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC INSTITUTIONS, INC.	PLANPATH FINANCIAL	Feb 16, 2024	Jun 7, 2024	112	Firm change	Ibd to state RIA
B.A. ROBERTS FINANCIAL SERVICES, INC.	OSAIC INSTITUTIONS, INC.	Jun 14, 2022	Aug 5, 2022	52	Firm change	RIA to ibd
EDWARD JONES	B.A. ROBERTS FINANCIAL SERVICES, INC.	Mar 26, 2019	Jun 3, 2019	69	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ PLANPATH FINANCIALRegistered adviserregistration: current employment
Jun 7, 2024 to presentfactForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Aug 5, 2022 to Feb 16, 2024factForm ADV
→ B.A. ROBERTS FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 3, 2019 to Jun 14, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 17, 2019 to Mar 26, 2019factForm ADV

Dated events

Occurred
Feb 16, 2024
Advisor changed firm
Amy Buck left Osaic Institutions, Inc. for Planpath Financial (registered 2024-06-07)
Form ADVobserved 5 days ago
Occurred
Jun 14, 2022
Advisor changed firm
Amy Buck left B.A. Roberts Financial Services, Inc. for Osaic Institutions, Inc. (registered 2022-08-05)
Form ADVobserved 5 days ago