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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-11 |
| PA | RA | APPROVED | 2019-09-09 |
Branch Locations
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
1544 Hamilton Street Suite 204, Allentown, PA 18102 • United States
103 Commerce Street Suite 170, Lake Mary, FL 32746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Allentown | PA | 01/2016 | 08/2019 |
| Gulam Fazel Wealth Management Group, Llc | Allentown | PA | 02/2013 | Present |
| Usa Tax & Income Planning, Llc | Allentown | PA | 09/2013 | Present |
| Ideal Global Brokerage, Llc | Allentown | PA | 09/2006 | Present |
| Property Access Sales Solutions, Lp | Allentown | PA | 09/2006 | Present |
| Global Properties Group, Llc | Allentown | PA | 09/2006 | Present |
| Society Of Financial Awareness (Sofa) | Allentown | PA | 01/2017 | 09/2020 |
| Asset & Income Protection, Llc | Lake Mary | FL | 09/2020 | Present |
| Tucker Asset Management Llc | Littleton | CO | 09/2019 | Present |
1. USA Tax & Income Planning; Not investment-related; 1544 Hamilton St., Suite 204, Allentown, PA 18102; Tax Preparation; Managing Member; Started 9/8/2013; 16 hours/mo; 10 hours/month during securities trading hours; Tax preparation. 2. Gulam Fazel Wealth Management Group, LLC; Investment-related; 1544 Hamilton St., Suite 204, Allentown, PA 18102; DBA for RIA: Retirement Wealth Advisors; Managing Member; Started 2/8/2013; 8 hours/mo; 7 hours/month during securities trading hours; Investment Advisor Representative. 3. Global Properties Group; Investment-related; 1000 Postal Road, # 90701, Allentown, PA 18109; Holding real estate investments; Managing Member; Started 9/8/2006; 2 hours/mo; 1 hours/month during securities trading hours; Duties include property search and purchase of residences. 4. Property Access Sales Solutions, LP; Investment-related; 1000 Postal Road, # 90701, Allentown, PA 18109; Holding real estate investments; General Partner; Started 9/25/2006; 2 hours/mo; 1 hours/month during securities trading hours; Duties include property search and purchase of residences. 5. Ideal Global Brokerage, LLC; Investment-related; 1544 Hamilton St., Suite 204, Allentown, PA 18102; Insurance Agency; Managing Member; Started 09/2006; 8 hours/mo; 5 hours/month during securities trading hours; Sale of insurance products 6. Asset & Income Protection, LLC; Investment-related; Commerce Street, Suite 160/170, Lake Mary, FL 32746; Insurance Agency; Owner; Started 09/2020; 120 hours/mo; 80 hours/month during securities trading hours; Sale of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
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