Russell Whitehead

Current Employers

Employment History

• 08/2016 → 01/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 02/2020 → 09/2020
  Unemployed
  Jacksonville, FL
• 02/2017 → 01/2020
  Merit Financial Advisors
  Alpharetta, GA
• 02/2021 → 03/2022
  Mash Financial Planning, Pllc
  Jacksonville, FL
• 10/2020 → 11/2021
  Five Star Pressure Washing
  Jacksonville Beach, FL
• 04/2023 → Present
  Buck Wealth Strategies, Llc
  Lakewood, CO
• 11/2021 → 02/2023
  Fis
  Jacksonville, FL
• 04/2023 → Present
  Ea Buck Financial Services
  Denver, CO
• 01/2024 → Present
  Madison Avenue Securities
  San Diego, CA
• 02/2024 → 08/2024
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2024-02-20 → 2024-08-02
  Ae Wealth Management, Llc
  Denver, CO
  Topeka, KS
• 2021-02-26 → 2022-03-31
  Mash Financial Planning
  Jacksonville, FL
• 2017-10-03 → 2020-02-07
  Merit Financial Advisors
  Jacksonville, FL
  Alpharetta, GA

Other Businesses

1.) NAME: BUCK WEALTH STRATEGIES; ADDRESS: 1 DENVER FEDERAL CENTER, BUILDING 45 ENTRANCE E-9 ROOM 1050, LAKEWOOD, CO 80225; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; DUTIES: PROVIDE SUPPORT TO LEAD ADVISOR BY PREPARING DOCUMENTS, ASSISTING WITH CLIENTS, BOOKING APPOINTMENTS OR ANYTHING THE ADVISORS NEEDS; HOURS PER WEEK: 40 HOURS; START DATE: 04/2023; 2.) NAME: EA BUCK FINANCIAL SERVICES; ADDRESS: 1 DENVER FEDERAL CENTER, LAKEWOOD, CO 80225; INVESTMENT RELATED: YES: POSITION: SUB-ADVISOR; DUTIES: PROVIDE SUPPORT TO LEAD ADVISOR BY PREPARING DOCUMENTS, ASSISTING WITH CLIENTS, BOOKING APPOINTMENTS OR ANYTHING THE ADVISORS NEEDS; HOURS PER WEEK: 40 HOURS; START DATE: 04/2023; 3.) Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 01/2024; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services; 4.) NAME: E.A. BUCK INSURANCE INC.; INVESTMENT RELATED: YES; ADDRESS: 55 MERCHANT STREET SUITE 2100, HONOLULU, HI 96813; NATURE OF THE BUSINESS: INSURANCE SALES; POSITION: INSURANCE AGENT; HOURS PER WEEK: 40; START DATE: 01/2024 INSURNACE LICENSE - CO - LIFE, VARIABLE LIFE & VARIABLE ANNUITY

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-23
• S65 Uniform Investment Adviser Law Examination
  2017-09-07

Other Names

• Russell Whitehead
• Russell Ethan Whitehead