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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-24 |
Branch Locations
7840 Madison Ave., Ste 187, Fair Oaks, CA 95628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olive Garden | Rohnert Park | CA | 01/2022 | 12/2022 |
| New York Life | San Francisco | CA | 04/2023 | 08/2023 |
| Amazon | Vacaville | CA | 09/2020 | 08/2021 |
| Buck Wealth Management | Fair Oaks | CA | 09/2023 | Present |
| Education (Davis Davinci Highschool) (Sonoma State University) | Rohnert Park | CA | 01/2015 | Present |
| B2B Cfo | Davis | CA | 03/2019 | 07/2019 |
| Montgomery Elementary | Davis | CA | 10/2018 | 02/2019 |
| Newman Assosiates | Davis | CA | 04/2018 | 09/2018 |
| Lpl Financial Llc | Fair Oaks | CA | 09/2023 | Present |
1)04/04/2025 - Buck Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/04/2025 - Real Estate Rental - Inv Rel - Lincoln, CA - Start: 12/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
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