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4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2022-08-12 |
Branch Locations
33 Long Ave. Suite 310, Kahului, HI 96732 • United States
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 |
|---|---|---|---|---|
| E.A. Buck Insurance Dba E.A. Buck Financial Services | Honolulu | HI | 04/2013 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 05/2022 | 01/2023 |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2022 | Present |
| Buck Wealth Strategies, Llc. | 33 Lono Ave. Suite 310 | HI | 08/2022 | Present |
1) E.A. Buck Insurance DBA E.A. Buck Financial Services; Yes Investment Related; 55 Merchant Street Suite 2100, Honolulu HI 96813; Insurance Sales; Client Coordinator; Start Date 04/2013; Approx. 160 hours a month; Approx. 160 during trading; Insurance Sales and Services. 2) Madison Avenue Securities; Yes Investment Related; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Securities Sales; Registered Representative; State Date 01/2022; Approx. 160 hours a month; Approx. 160 during trading; securities sales and services. 3) NAME: BUCK WEALTH STRATEGIES; ADDRESS: 55 MERCHANT STREET SUITE 2100, HONOLULU, HAWAII 96813; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; DUTIES: REGISTERED INVESTMENT ADVISOR ENGAGED IN ASSET MANAGEMENT SERVICES; HOURS PER WEEK: 40 HOURS; START DTATE: 07/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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