Joshua Cruz has been an investment adviser representative at Bucket List Wealth Management since May 2017, and is not listed among the firm’s executive officers or direct owners.
Bucket List Wealth Management, LLC is a The Villages, FL firm with $224M under management, 482 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · 9 yearsThe Villages, FL · Adviser representative · Firm CRD 286494
Investment adviser representative registrations
Joshua Cruz is registered as an investment adviser representative in 2 states. The first approvals date from May 2017; the most recent is Michigan, in March 2021.
- FloridaSince 17 May 2017
- MichiganSince 12 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua William Cruz
- CRD
- 6456893
- Firm
- Bucket List Wealth Management · CRD 286494
- Office
- 8564 EAST COUNTY ROAD 466,, SUITE 203, The Villages, FL 32162
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Cruz work?
Joshua Cruz is an investment adviser representative registered through Bucket List Wealth Management, LLC since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Cruz a financial advisor?
Yes. Joshua Cruz has a current investment-adviser registration in Florida and Michigan, through Bucket List Wealth Management since May 2017.
How many years of experience does Joshua Cruz have?
Joshua Cruz has 9 years in the financial industry, since May 2017, across 1 adviser firm.
What exams has Joshua Cruz passed?
Joshua Cruz passed the Series 65 in January 2017.
Where is Joshua Cruz based?
Joshua Cruz’s registered office is in The Villages, FL.
Is Joshua Cruz registered with FINRA?
No. Joshua Cruz has no current broker registration.
How can I verify Joshua Cruz’s record?
Search CRD 6456893 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Cruz’s full registration record.