Arthur Allen Buckley

Current Employers

Employment History

• 08/2014 → 09/2023
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 09/2023 → 05/2026
  Sanctuary Advisors Llc
  Brentwood, TN
• 05/2026 → Present
  Savvy
  Franklin, TN

Previous Registrations

• 2023-09-29 → 2026-07-13
  Sanctuary Advisors, Llc
  Modesto, CA
  Brentwood, TN
  Franklin, TN
  Modesto, CA
• 2014-08-29 → 2023-10-27
  United Capital Financial Advisors
  Modesto, CA
  Sacramento, CA
  Modesto, CA
  Modesto, CA
  Brentwood, TN
• 2009-05-27 → 2014-12-31
  Valley Wealth, Inc.
  Modesto, CA
• 2005-10-13 → 2007-12-04
  Planmember Securities Corporation
  Oakdale, CA
  Carpinteria, CA
  Oakdale, CA

Other Businesses

1. Position: Owner. Nature: Buckley Management, LLC is an operating company for my advisory practice. Investment Related: Yes Hours: 40 Securities Trading Hours: 40 Start Date: 01/24/2024 Address: 324 Main Street, Franklin TN 37064, United States Description: Owner 2. Paragon Private Wealth; investment related; 324 Main Street, Franklin TN 37064; serves as DBA entity for work at Savvy Advisors, Managing Partner, 5/4/2026, 40hours/week (during trading, same hours as role at Savvy - this is the DBA for this role). 3. Paragon Tax; noninvestment related Tax prep/planning is offered through licensed CPAs as 1099 independent contractors Investment Related: No Hours: 40 Securities Trading Hours: 40 Start Date: 10/15/2025 Address: 324 Main Street, Franklin TN 37064, United States Description: Oversight and meeting with tax clients to intake all necessary forms for CPA's to file returns. Tax preparation - Paragon Tax offers Tax preparation and planning for tax clients. Tax prep/planning is offered through licensed CPAs as 1099 independent contractors

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-22

Designations