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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Lewin & Associates, Inc | Clearwater | FL | 01/1996 | Present |
| Advisory Advocates | Cascade | MI | 03/2017 | 05/2018 |
| Sowell Management Services | North Little Rock | AR | 05/2018 | 06/2019 |
| Wealth Watch Advisors | Englewood | CO | 06/2019 | 11/2020 |
| Foundations Investment Advisors Llc | Clearwater | FL | 11/2020 | 11/2024 |
| Tucker Asset Management Llc | Littleton | CO | 11/2024 | Present |
1.) Independently licensed insurance agent; Investment-related; Clearwater, FL; Life insurance & annuities; Insurance agent; Start date: 5/2010; Approximately 150 hours/month devoted to this activity with all hours/month devoted during securities trading hours. ~ 2.) Lewin & Associates, Inc; Not investment-related; Clearwater, FL; Nature of business: mortgage broker; Position: Owner, mortgage originator; Title: President; Start date: 01/1996; Approximately 10 hours/month devoted to this business with all hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-23 |
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