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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 7, 2017

First registration

Oct 3, 2017

Dual registered

yes, broker-dealer

Other names

Russell Whitehead|Russell Ethan Whitehead

IAPD individual key

6694283

• Occurred

  Aug 2, 2024
  Advisor departed, no destination yet

  Russell Whitehead no longer registered at Ae Wealth Management, Llc; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Mar 31, 2022
  Advisor changed firm

  Russell Whitehead left Mash Financial Planning for Buck Wealth Strategies, Llc (registered 2023-04-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c5d27623-70db-d402-229d-993746bbacfe

First observed

Oct 3, 2017

Last observed

Sep 14, 2026 6 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.