# RANDALL CRAIG BUCK

RANDALL CRAIG BUCK is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with INSTITUTE FOR WEALTH MANAGEMENT LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INSTITUTE FOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/127207) | 2019-05-13 | present | Yes |
| [INSTITUTE FOR WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/149347) | 2017-02-06 | 2019-04-30 | — |
| [CONCERT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/141253) | 2014-03-07 | 2017-12-31 | — |
| [COLDSTREAM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108805) | 2011-01-24 | 2013-10-22 | — |
| [APPROPRIATE BALANCE FINANCIAL SERVICES INC](https://search.stillhousedata.com/firm/105458) | 2009-10-06 | 2011-02-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2306244)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2306244.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.