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4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-28 |
| NM | RA | APPROVED | 2023-11-28 |
| TX | RA | APPROVED | 2023-11-28 |
Branch Locations
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
481 Quantum Rd Ne, Rio Rancho, NM 87124 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Insurance Network, Inc. | Rio Rancho | NM | 10/1995 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 03/2014 | 04/2020 |
| Oxford Wealth Advisors, Llc | Rio Rancho | NM | 11/2000 | 11/2023 |
| Us Gold And Silver Advisors, Inc. | Rio Rancho | NM | 02/2015 | 09/2016 |
| Rare Coins Of New Hampshire | Rio Rancho | NM | 09/2016 | 11/2023 |
| National Gold Consultants | Rio Rancho | NM | 09/2017 | 11/2023 |
| Society For Financial Awareness | Rio Rancho | NM | 10/2012 | 03/2017 |
| The Church Of Jesus Christ Of Latter Day Saints | Albuquerque | NE | 01/2018 | 12/2021 |
| Ldt Enterprises, Inc | Rio Rancho | NM | 01/2015 | Present |
| Townsquare Capital | Rio Rancho | NM | 04/2020 | 06/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | 11/2023 |
| Buck Wealth Strategies, Llc | Denver | CO | 11/2023 | Present |
| E.A. Buck Financial Services | Denver | CO | 11/2023 | Present |
1) INSURANCE NETWORK INC.INDEPENDENT LIFE INS AGENCY THAT ACTS AS GA FOR VARIOUS LIFE, HEALTH DIS & FIXED ANNUITY CARRIERS. Your position: SOLE OWNER AND PRESIDENT/MANAGING MEMBER OF LLC Start Date: 10/95 160 HOURS/MO 2) E.A. Buck Financial Services - ACTIVITY IS PRIMARILY IN RECRUITING MARKETING & SALES/SERVICE ACTIVITY FOR GROUP & INDIVIDUAL HEALTH AND LIFE PLANS AND TAX DEFERRED FIXED ANNUTIES, AND MANAGED MONEY ACCOUNTS. 120HOURS/MO ARE DUR TRAD HRS. AGENT FOR SEV INCS CO'S SELL FIXED ANN,LIFE,DIS & HLTH INS., Start Date 11/2023 3) LDT;I AM MANAGING MEMBER OF LDT Enterprises, LLC OWNS THE BUILDING & LEASES OFFICE SPACE TO DIFFERENT ENTITIES Your position: Manager Start Date: 01/2015 business per month: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-22 |
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