DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BUCK WEALTH STRATEGIES, LLC
HONOLULU, HI | DENVER, CO
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 | Apr 11, 2023 | n/a | yes | DENVER, CO|HONOLULU, HI | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Dec 6, 2019 | Aug 21, 2023 | no | KAHULULU, HI|Honolulu, HI | Previous registration |
| Spc | Bd affiliated wealth | Oct 25, 2011 | Dec 2, 2019 | no | HONOLULU, HI|ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | BUCK WEALTH STRATEGIES, LLC | Aug 21, 2023 | Apr 11, 2023 | -132 | Firm change after gap | Ibd to RIA |
| Spc | AE WEALTH MANAGEMENT, LLC | Dec 2, 2019 | Dec 6, 2019 | 4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110692:282580:MI:2019-12-02 | Dec 2, 2019 | Dec 6, 2019 | ANN ARBOR, MI | Firm change |