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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
| WA | RA | APPROVED | 2022-11-08 |
| AZ | RA | APPROVED | 2021-02-09 |
| TX | RA | APPROVED_RES | 2018-02-03 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
515 Marin St, Suite 300, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steel Peak Wealth Management, Llc | Woodland Hills | CA | 08/2014 | 02/2018 |
| Dynamic Wealth Advisors Dba Crestview Capital Management | Scottsdale | AZ | 02/2018 | Present |
Mr. Bucell is an Independent Life Insurance agent with various insurance companies that sells and services fixed life insurance products; he typically spends less than 1-5% of his time on this activity. As an agent, Mr. Bucell receives commissions from the various insurance companies whose products are sold. This is investment related. Mr. Bucell is co-owner of 49% of Aculis Inc. as of December 2024 This activity is not investment related. Aculis is a new venture with a focus on helping advisor and support staff save time on administrative tasks using artificial intelligence. He spends approximately 3 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-06 |
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