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12235 Pecos St Suite 100, Westminster, CO 80234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-21 |
Branch Locations
12235 Pecos St Suite 100, Westminster, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nashville Golf & Athletic Club | Brentwood | TN | 05/2017 | 08/2017 |
| Vanderbilt Mortgage And Finance | Maryville | TN | 05/2019 | 08/2019 |
| Udemy | Denver | CO | 06/2020 | 03/2021 |
| Buck Wealth Strategies, Llc | Denver | CO | 09/2023 | 05/2024 |
| The University Of Tennessee At Knoxville | Knoxville | TN | 08/2016 | 06/2020 |
| Udemy | Denver | CO | 03/2021 | 04/2022 |
| Udemy | Denver | CO | 04/2022 | 07/2023 |
| Buck Wealth Strategies, Llc | Denver | CO | 05/2024 | 04/2026 |
| Mountain Capital Investment Advisors Inc. | Westminster | CO | 04/2026 | Present |
1) Licensed insurance agent; Investment-related; Same address; License maintained for insurance sales and implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
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