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4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-02 |
| CO | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED_RES | 2025-03-25 |
Branch Locations
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Rockfield, KY • 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 |
|---|---|---|---|---|
| Pennica Financial Group | Colorado Springs | CO | 01/2000 | 03/2025 |
| J.W. Cole Financial, Inc | Tampa | FL | 10/2008 | 03/2025 |
| Jonathan Roberts Advisory Group, Inc. | Tampa | FL | 10/2008 | 03/2025 |
| E.A. Buck Insurance Dba Buck Financial Services | Denver | CO | 03/2025 | Present |
| Buck Wealth Strategies, Llc | Denver | CO | 03/2025 | Present |
(1)BUCK WEALTH STRATEGIES, LLC; INVESTMENT-RELATED; 2975 BROADMOOR VALLEY RD STE 201, COLORADO SPRINGS, CO 80906; FINANCIAL ADVISER; 03/2025 TO PRESENT; 160 HR/MO, 160 DURING TRADING HOURS (2)E.A. BUCK INSURANCE DBA BUCK FINANCIAL STRATEGIES; INVESTMENT-RELATED; 2975 BROADMOOR VALLEY RD STE 201, COLORADO SPRINGS, CO 80906; INSURANCE AGENT; 03/2025 TO PRESENT; 160 HR/MO, 160 DURING TRADING HOURS (3)ANGIOLETTO, LLC. / REAL ESTATE HOLDING COMPANY / 01/2010 / 1 HOUR PER WEEK / $1000 ANNUAL (ESTIMATED) / NON-INVESTMENT RELATED (4) LONESOME DOVE RANCH, LLC / RANCH / GENERAL MANAGER / 5/2022 / MANAGE RANCH ACTIVITIES / 0 TRADING HOUR PER WEEK / NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-29 |
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