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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Joshua Allen Buckamneer

Advisor at CHARLES SCHWAB & CO., INC.

Tulsa, OK

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Search this name across graphsid dfx:ria:c4f83bc4-0e41-d679-ed24-539eae3bfe02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2011 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: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jan 24, 2011
First registration: Jun 10, 2011
Dual registered: yes, broker-dealer
Other names: JOSH BUCKAMNEER
IAPD individual key: 5860137

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
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 7, 2021	n/a	yes	Tulsa, OK	Current employment
FISHER INVESTMENTS	Independent wealth	Dec 11, 2020	May 5, 2021	no	MOUNDS, OK\|PLANO, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Nov 20, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 10, 2011	Jul 13, 2018	no	COVINGTON, KY\|TULSA, OK	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
FISHER INVESTMENTS	CHARLES SCHWAB & CO., INC.	May 5, 2021	Jun 7, 2021	33	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FISHER INVESTMENTS	Nov 20, 2020	Dec 11, 2020	21	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Jun 7, 2021 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 11, 2020 to May 5, 2021factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Nov 20, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 10, 2011 to Jul 13, 2018factForm ADV

Dated events

No dated event names this entity yet.