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Current Employers
Buck Wealth Strategies, Llc

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-14
  • WA RA
    APPROVED
    Since 2026-07-14

Branch Locations

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States

11120 Ne 2Nd Street, Suite 120, Bellevue, WA 98004 • United States

Leverage Planners Wealth Management, Llc

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-27
  • WA RA
    APPROVED
    Since 2025-08-27

Branch Locations

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • 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
Leverage Planners Wealth Management, Llc Bellevue WA 08/2025 04/2026
Full Time Student Bellevue WA 05/2015 06/2025
Buck Wealth Strategies Denver CO 07/2026 Present
E.A. Buck Insurance Honolulu HI 07/2026 Present
Unemployment Bellevue WA 04/2026 07/2026
  • 08/2025 → 04/2026
    Bellevue, WA
  • 05/2015 → 06/2025
    Full Time Student
    Bellevue, WA
  • 07/2026 → Present
    Buck Wealth Strategies
    Denver, CO
  • 07/2026 → Present
    E.A. Buck Insurance
    Honolulu, HI
  • 04/2026 → 07/2026
    Unemployment
    Bellevue, WA
Other Businesses

1. E.A. Buck Insurance - Investment related - yes; 55 Merchant Street, Suite 2100, Honolulu HI 96813; nature of business- insurance sales and agent; Position-insurance agent; Hours-40hrs/week; start date-July 13, 2026. 2. Buck Wealth Strategies- Investment related - yes; 55 Merchant Street, Suite 2100, Honolulu HI 96813; nature of business-registered investment advisor engaged in asset management services Position-Investment Advisor Representative; Hours-40hrs/week; start date-July 13, 2026. 3. Buck Financial Services; investment related-yes; 55 Merchant Street, Suite 2100, Honolulu HI 96813; Nature of the business-investment and insurance service position-Client services advisor; hours-40hrs/week; start date July 13, 2026.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-29
  • S65 Uniform Investment Adviser Law Examination
    2025-04-29
Other Names
  • Brian Thomas Gery

View on SEC IAPD

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