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4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-23 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2022 | 07/2024 |
| Cherry Hills Country Club | Cherry Hills Village | CO | 05/2019 | 08/2021 |
| Valley Country Club | Aurora | CO | 05/2019 | 08/2019 |
| Cherry Hills Country Club | Cherry Hills Village | CO | 05/2020 | 08/2020 |
| Raising Canes | Centennial | CO | 05/2020 | 08/2020 |
| Student | Greenwood Village | CO | 08/2012 | 08/2018 |
| Unemployed | Boulder | CO | 09/2019 | 04/2020 |
| University Of Colorado At Boulder | Boulder | CO | 08/2018 | 05/2022 |
| Baird | Denver | CO | 07/2024 | 08/2025 |
| Unemployed | Denver | CO | 08/2025 | 01/2026 |
| Madison Avenue Securities | San Diego | CA | 01/2026 | Present |
| Buck Financial Services - Achieve Retirement | Denver | CO | 01/2026 | Present |
| Buck Wealth Strategies | Honolulu | HI | 01/2026 | Present |
1.) Name: Buck Financial Services - Achieve Retirement; Investment Related: Yes; Address: 4600 S Syracuse St. Ste 650, Denver, CO 80237; Nature of the Business: Consulting and Advising Employers on the establishment and operation of employee retirement and deferred compensation plans; Position: Employee; Hours Per Week: 40 Hours 2.) 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 3) Madison Avenue Securities, LLC; Investment related: yes; 13500 Evening Creek Dr. N. Ste 555 San Diego, CA 92128; Broker-Dealer; Registered Representative: Hours per week: 40 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-16 |
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