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Advisor at BUCK WEALTH STRATEGIES, LLC
DENVER, CO | Kahului, HI
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 | Aug 12, 2022 | n/a | yes | DENVER, CO|Kahului, HI | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | May 10, 2022 | Jan 20, 2023 | no | Kahului, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | BUCK WEALTH STRATEGIES, LLC | Jan 20, 2023 | Aug 12, 2022 | -161 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:322138:HI:2023-01-10 | Jan 20, 2023 | Aug 12, 2022 | KAHULUI, HI | Firm change after gap |