DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Timothy M White

Buck Wealth Strategies, LLCindependent RIADenver, Co dual registrantIAPD 6369509

Feed of 09/15/2026

Also filed as Timothy Michael White

At current firm

1 y

since Aug 11, 2025

In the industry

12 y

since Jul 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Buck Wealth Strategies, LLC independent RIA current
since Aug 11, 2025 · Shallotte, Nc
Thrivent Investment Management Inc. BD affiliated
Oct 9, 2024 to Aug 11, 2025 · Wilmington, Nc
Cambridge Investment Research Advisors, Inc. BD affiliated
Aug 3, 2022 to Apr 15, 2024 · Southport, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 25, 2020 to Feb 22, 2022 · Wilmington, Nc
Edward Jones national BD
Nov 28, 2014 to Feb 25, 2020 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Thrivent Investment Management Inc. to Buck Wealth Strategies, LLC
left Aug 11, 2025, registered Aug 11, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
Cambridge Investment Research Advisors, Inc. to Thrivent Investment Management Inc.
left Apr 15, 2024, registered Oct 9, 2024 (177 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Cambridge Investment Research Advisors, Inc.
left Feb 22, 2022, registered Aug 3, 2022 (162 days) · Wirehouse to affiliated broker-dealer or bank
Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 25, 2020, registered Feb 25, 2020 (0 days) · Affiliated broker-dealer or bank to wirehouse

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address