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

Oct 1, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Apr 22, 1996

First registration

Mar 19, 2014

Dual registered

no

IAPD individual key

2721398

• Occurred

  Nov 27, 2023
  Advisor changed firm

  Lynn Blair Thurgood left Portside Wealth Group, Llc for Buck Wealth Strategies, Llc (registered 2023-11-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d10359cd-5a3e-9267-5ae7-6dcc2fd3a442

First observed

Mar 19, 2014

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.