Best Investors
Account
Sign in
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-21 |
Branch Locations
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank N.A. | Seattle | WA | 02/2014 | 05/2017 |
| Key Investment Services Llc | Seattle | WA | 10/2014 | 05/2017 |
| Morgan Stanley | Seattle | WA | 07/2017 | 09/2018 |
| J.P. Morgan Securities Llc | Seattle | WA | 12/2018 | 06/2020 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 12/2018 | 06/2020 |
| Umpqua Bank | Seattle | WA | 10/2018 | 11/2018 |
| Fidelity Brokerage Services, Llc | Seattle | WA | 06/2020 | 10/2020 |
| Fidelity Personal And Workplace Advisors | Seattle | WA | 06/2020 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 10/2020 | 04/2024 |
| J.P. Morgan Securities Llc | Seattle | WA | 10/2020 | 04/2024 |
| Unemployed | Issaquah | WA | 06/2017 | 06/2017 |
| Fph Construction. Inc | Bremerton | WA | 05/2024 | 07/2025 |
| Unemployed | Bellevue | WA | 07/2025 | 10/2025 |
| Buck Financial Services | Honolulu | HI | 10/2025 | Present |
| Buck Wealth Strategies | Honolulu | HI | 10/2025 | Present |
| Madison Avenue Securities | San Diego | CA | 10/2025 | Present |
1.) Name: Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu HI 96813; Nature of the Business: Registered Investment Adviser engaged in asset management services; Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 10/20/2025 2.) Name: Buck Financial Services; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu HI 96813; Nature of the Business: Financial Advisor offering investment advice and insurance; Position: Employee; Hours Per Week: 40 Hours; Start Date: 10/20/2025 3.) Name: Madison Avenue Securities; Investment Related: Yes; Address: 13500 Evening Creek Dr. N. Ste 555, San Diego, CA 92128; Nature of the Business: Broker Dealer; Position: Registered Representative; Hours Per Week: 40 Hours; Start Date: 10/20/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-19 |
Reach out to this advisor