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4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-24 |
Branch Locations
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ltcpro Llc Dba Federal Benefits Made Simple An E.A. Buck Company | Lakewood | CO | 01/2016 | Present |
| Cabot Lodge Securities Llc | New York | NY | 02/2016 | 04/2021 |
| Cl Wealth Management Llc | New York | NY | 12/2016 | 04/2021 |
| Madison Avenue Securities, Llc | San Diego | CA | 04/2021 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 04/2021 | 05/2025 |
| Buck Wealth Strategies | Honolulu | HI | 01/2025 | Present |
1.) NAME: LTCPro, LLC DBA FEDERAL BENEFITS MADE SIMPLE AN E.A. BUCK COMPANY; INVESTMENT RELATED: YES; 1 DENVER FEDERAL CENTER BUILDING 45 ROOM 1050 ENTRANCE E9, LAKEWOOD, CO; NATURE: FINANCIAL PLANNING, ANALYZE CLIENTS INVESTMENTS AND MAKE RECOMMENDATIONS, SELL FINANCIAL PRODUCTS SUITABLE AND INLINE WITH THEIR GOALS. START DATE: 04/2021; HOURS/MONTH: 160; TRADNG HOURS/MONTH: 140; POSITION: TITLE; FINANCIAL ADVISOR; DUTIES: DOING PRESENTATIONS FOR FEDERAL EMPLOYEES ON THEIR BENEFITS AND PROVIDING EDUCATIONAL SEMINARS THROUGH THE DBA, ANALYZE CLIENTS BENEFITS AND INVESTMENTS AND MAKE RECOMMENDATIONS. OFFER FINANCIAL PRODUCTS IN LINE WITH CLIENTS ESTABLISHED GOALS AND INSURANCE SALES. 2.) NAME: MADISON AVENUE SECURITIES, LLC; YES INVESTMENT RELATED; 13500 EVENING CREEK DR. N. STE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 04/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 3.) E.A. BUCK INSURANCE DBA E.A. BUCK FINANCIAL SERVICES; YES INVESTMENT RELATED; 55 MERCHANT STREET SUITE 2100, HONOLULU, HI 96813; NATURE AND DUTIES: FINANCIAL ADVISOR AND INSURANCE AGENT; START DATE 09/2021. APPROX 160 HOURS A MONTH. APPROX 160 DURING TRADING. 4.) NAME: BUCK WEALTH STRATEGIES; INVESTMENT RELATED; YES; ADDRESS: 55 MERCHANT STREET SUITE 2100, HONOLULU, HI 96813; NATURE OF THE BUSINESS: REGISTERED INVESTMENT ADVISOR ENGAGED IN ASSES MANAGEMENT SERVICES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 1/24/2025; HOURS PER WEEK: 40 HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-15 |
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