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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-12 |
Branch Locations
400 S Jefferson St, Suite 416, Spokane, WA 99204 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bukaty Companies Wealth Mgmt(F/K/A Resources Investment Advisrs) | Overland Park | KS | 10/2012 | Present |
| Lpl Financial | Spokane | WA | 10/2012 | 01/2017 |
| Resources Investment Advisors | Spokane | WA | 04/2016 | Present |
| Triad Advisors, Inc. | Norcross | GA | 02/2017 | 08/2024 |
| Osaic Wealth, Inc. | Spokane | WA | 08/2024 | Present |
| Independent Financial Partners | Tampa | FL | 12/2024 | Present |
CJK Investment Consultants - investment related - 400 S Jefferson St, Ste 416 Spokane, WA 99204 - Fixed Insurance - Start date Dec. 19, 2024 - 6 hours/month - 2 hours/month during trading - Fixed insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-02 |
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