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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Timothy M White

Advisor at BUCK WEALTH STRATEGIES, LLC

DENVER, CO | SHALLOTTE, NC

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Search this name across graphsid dfx:ria:f2f3f9d0-6a22-5391-14f4-239de6ca6e4d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Nov 28, 2014 to Sep 15, 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: 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: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 3, 2014
First registration: Nov 28, 2014
Dual registered: yes, broker-dealer
Other names: Timothy Michael White|Timothy White
IAPD individual key: 6369509

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
BUCK WEALTH STRATEGIES, LLC	Independent wealth	Aug 11, 2025	n/a	yes	SHALLOTTE, NC\|DENVER, CO	Current employment
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Oct 9, 2024	Aug 11, 2025	no	Wilmington, NC\|Southport, NC\|MINNEAPOLIS, MN	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Aug 3, 2022	Apr 15, 2024	no	Southport, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 25, 2020	Feb 22, 2022	no	WILMINGTON, NC	Previous registration
EDWARD JONES	National bd RIA	Nov 28, 2014	Feb 25, 2020	no	ST LOUIS, MO\|Southport, NC\|LELAND, NC\|SOUTHPORT, NC\|SOUTHPORT, NC	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
THRIVENT INVESTMENT MANAGEMENT INC.	BUCK WEALTH STRATEGIES, LLC	Aug 11, 2025	Aug 11, 2025	0	Firm change	Ibd to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	THRIVENT INVESTMENT MANAGEMENT INC.	Apr 15, 2024	Oct 9, 2024	177	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 22, 2022	Aug 3, 2022	162	Firm change	Wirehouse to ibd
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 25, 2020	Feb 25, 2020	0	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ BUCK WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Oct 9, 2024 to Aug 11, 2025factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 3, 2022 to Apr 15, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 25, 2020 to Feb 22, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 28, 2014 to Feb 25, 2020factForm ADV

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
Timothy M White left Thrivent Investment Management Inc. for Buck Wealth Strategies, Llc (registered 2025-08-11)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2024
Advisor changed firm
Timothy M White left Cambridge Investment Research Advisors, Inc. for Thrivent Investment Management Inc. (registered 2024-10-09)
Form ADVobserved 5 days ago
Occurred
Feb 22, 2022
Advisor changed firm
Timothy M White left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cambridge Investment Research Advisors, Inc. (registered 2022-08-03)
Form ADVobserved 5 days ago