Connor Scott Buckley

Employer firm

Petix & Botte Financial CRD 170020

$412M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 03/2020
  Ace Parking
  San Diego, CA
• 07/2019 → 03/2020
  Usd Vista
  San Diego, CA
• 09/2018 → 06/2022
  University Of San Diego
  San Diego, CA
• 01/2021 → Present
  Petix & Botte Tax
  La Mesa, CA
• 07/2024 → Present
  Petix & Botte Financial
  La Mesa, CA
• 07/2014 → 09/2018
  Student
  San Diego, CA
• 01/2021 → Present
  Lpl Financial
  Lamesa , CA

Other Businesses

1. 07/2026 - Petix & Botte Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/8/2026 2. 07/2026 - Petix & Botte Tax and Business Services - Tax Prep/Accounting/CPA - Inv Related – 160 Hour(s)/Month – 0 Hour(s) During Trading – La Mesa CA 91942 – OBA Start Date: 01/11/2021

Designations

• Certified Financial Planner