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.
Advisor moves
Departures from Buck Wealth Strategies, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Bruce Edward Davis | Buck Wealth Strategies, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Apr 7, 2026 | Apr 2, 2026 |
| Zachary Robert Rhodes | Buck Wealth Strategies, LLC independent RIA | Mountain Capital Investment Advisors Inc independent RIA | RIA to RIA | Apr 7, 2026 | Apr 21, 2026 |
| William Stanley | Buck Wealth Strategies, LLC independent RIA | Cerity Partners Retirement Plan Consultants institutional | Other | Jan 28, 2026 | Feb 25, 2026 |
| Lindsey Ann Kemsley | Buck Wealth Strategies, LLC independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Aug 26, 2025 | May 18, 2026 (265 d) |
| Christopher Joel Dolan | Buck Wealth Strategies, LLC independent RIA | B.O.S.S. Retirement Advisors, LLC independent RIA | RIA to RIA | Mar 19, 2025 | Mar 27, 2025 |
| Sean Jeffrey Hite | Buck Wealth Strategies, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 7, 2025 | Dec 6, 2024 |
| Emily Diane Arnold | Buck Wealth Strategies, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2024 | Jan 29, 2024 |
| Gael Aaron Perez Rivera | Buck Wealth Strategies, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | May 20, 2024 | Feb 20, 2026 (641 d) |
| Michael Jay Sato | Buck Wealth Strategies, LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 12, 2024 | Jan 16, 2024 |
| Anthony Cheang | Buck Wealth Strategies, LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | May 25, 2023 | Jun 8, 2023 |
Page 1 of 1
10 moves match.