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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-02 |
| TN | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
Salt Lake City, UT • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Lehi | UT | 05/2014 | 01/2024 |
| Fidelity Investments | Salt Lake City | UT | 08/2020 | 03/2021 |
| Encompass More, A Division Of Verity Asset Management | Durham | NC | 05/2022 | 11/2022 |
| Encompass Investments, A Division Of Verity Investments, Inc. | Durham | NC | 05/2022 | 11/2022 |
| Self Employed | Lehi | UT | 05/2014 | 12/2022 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | 11/2022 |
| New York Life | Sandy | UT | 12/2022 | 06/2023 |
| Nylife Securities Llc | Sandy | UT | 01/2022 | 06/2023 |
| Eagle Strategies Llc | Sandy | UT | 04/2023 | 07/2023 |
| Tucker Asset Management Llc | Littleton | CO | 01/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2431 N Gotland Way Lehi, UT 84043; Insurance agent; start 10/2022; 20 hours per month; 20 during market hours; Sales and customer service.] [Senior State Benefits LLC - Dormant; owner; 0 hours worked per month/ 0 during security trading hours; non-investment related; ; 2431 N Gotland Way Lehi, UT 84043; Start 01/2016]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-03 |
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