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4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-30 |
| CO | RA | APPROVED | 2025-02-10 |
Branch Locations
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2015 | 06/2023 |
| Charles Schwab Bank | Lone Tree | CO | 03/2017 | 06/2023 |
| Fidelity Investments | Greenwood Village | CO | 07/2023 | 02/2025 |
| Madison Avenue Securities | San Diego | CA | 02/2025 | Present |
| Buck Wealth Strategies | Denver | CO | 02/2025 | Present |
| Buck Financial Services | Denver | CO | 02/2025 | Present |
1.) Name: E.A. Buck Insurance D/B/A E.A. Buck Financial Services; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Insurance Sales; Position: Insurance Agent; 160Hrs/Month; Start Date: 02/2025 2.) Name: Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Registered Investment Adviser engaged in asset management services ; Position: Investment Advisor Representative; 160 Hrs/Month; Start Date: 02/2025 3.) Name: Buck Financial Services; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Financial Advisor offering investment advice and insurance; Position: Financial Advisor; : 160 Hrs/Month; Start Date: 02/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-09 |
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