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Joshua William Cruz

Bucket List Wealth Management, LLC

The Villages, FL

CRD 6456893

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Employer firm

Bucket List Wealth Management, LLC CRD 286494

$224M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bucket List Wealth Management, Llc

8564 East County Road 466, Suite 203, The Villages, FL 32162 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-09
MI RA APPROVED 2024-12-09
  • FL RA
    APPROVED
    Since 2024-12-09
  • MI RA
    APPROVED
    Since 2024-12-09

Branch Locations

8564 East County Road 466, Suite 203, The Villages, FL 32162 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bucket List Wealth Management, Llc The Villages FL 05/2017 Present
Senior Financial Security, Inc The Villages FL 01/2017 08/2020
Deutsche Bank Jacksonville FL 06/2015 12/2016
  • 05/2017 → Present
    Bucket List Wealth Management, Llc
    The Villages, FL
  • 01/2017 → 08/2020
    Senior Financial Security, Inc
    The Villages, FL
  • 06/2015 → 12/2016
    Deutsche Bank
    Jacksonville, FL
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; SINCE 01/2018; INSURANCE SALES; SPENDS 0 HRS/MTH; DOES NOT ACTIVELY USE LICENSE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-28
  • S65 Uniform Investment Adviser Law Examination
    2017-01-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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