Best Investors Account Sign in
Inactive

Joshua William Cruz

Bucket List Wealth Management, LLC

The Villages, FL

Claim This Profile
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

View on SEC IAPD

More in The Villages, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor