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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
320 High Tide Dr, St. Augustine Beach, FL 32080 • 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 |
|---|---|---|---|---|
| Shala Financial | Saint Augustine | FL | 02/2005 | Present |
| Sound Income Strategies, Llc | Saint Augustine | FL | 07/2017 | 07/2022 |
| Wealth Watch Advisors, Llc | St. Augustine Beach | FL | 07/2022 | 03/2024 |
| Tucker Asset Management Llc | Littleton | CO | 03/2024 | Present |
1.) SHALA FINANCIAL- OWNER/INDEPENDENT INSURANCE AGENT - CONDUCTING SALES/SERVICE OF FIXED AND INDEX ANNUITIES AND FIXED INSURANCE PRODUCTS. INVESTMENT RELATED. ENCOMPASSES APPROXIMATELY 50% OF BUSINESS HOURS. 320 HIGH TIDE DRIAVE ST. AUGUSTINE, FL 32080
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-30 |
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