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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-24 |
Branch Locations
33302 Valle Road, San Juan Capistrano, CA 92675 • 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 |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Rio Grand | PR | 01/2020 | 01/2026 |
| Yoon | Rio Grand | PR | 01/2013 | Present |
| Tucker Asset Management Llc | San Juan Capistrano | CA | 02/2026 | Present |
YOON; INVESTMENT RELATED; 7000 BAHIA BEACH BLVD, LAS VERANDAS 5138, RIO GRAND, PR 00745; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 01/2013; 80 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER THE SALE OF INSURANCE PRODUCTS AND OFFER INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
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