Luke Jonathan Bunch

Current Employers

Employment History

• 07/2014 → 06/2023
  Leggett & Platt Inc.
  Troy, MI
• 01/2023 → 10/2023
  James Phillips P.A. Dba Phillips Financial Advisors
  Lawrence, KS
• 04/2023 → 10/2023
  Affinity Financial Advisors
  Lawrence, KS
• 06/2023 → Present
  Oxenfree Financial
  Melbourne, FL
• 04/2023 → 01/2024
  Oxenfree Financial
  Satellite Beach, FL
• 01/2024 → Present
  Oxenfree Financial
  Melbourne, FL

Previous Registrations

• 2023-05-17 → 2023-10-06
  Affinity Financial Advisors
  Satellite Beach, FL
  Lawrence, KS

Other Businesses

1. NAME OF OTHER BUSINESS: VARIOUS INSURANCE COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS:INSURANCE, POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: N/A, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS:VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE AND ANNUITIES; 2. OXENFREE TECHNOLOGY LLC, NOT INVESTMENT-RELATED. 3172 TUSCAWILLOWDR. MELBOURNE, FL 32934. START DATE-5/20/24-FINTECH COMPANY. POSITION-SOLUTIONS ARCHITECT. 20 HOURS WORKED PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS; 3. SANIBEL COVE HOMEOWNERS ASSOCIATION INC., NOT INVESTMENT-RELATED. 928 E. NEW HAVEN AVE, MELBOURNE, FL 32901. START DATE-6/6/2025-HOMEOWNERS ASSOCIATION. TREASURER. 1 HOUR WORKED PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS; 4. EQUITY ADVISORS, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS TO INVESTMENT ADVISER FOR SPECIALIZED TAX-RELATED STRATEGIES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM; 5. TAX STRATEGIES MARKETING, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS FOR ADVANCED TAX STRATEGY SERVICES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT STRUCTURE OR EXPLAIN STRATEGIES AND DOES NOT PROVIDE TAX OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-15

Other Names

• Luke Jonathan Bunch
• Luke Bunch