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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-11-01 |
Branch Locations
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
American Fork, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macneil Financial Services | American Fork | UT | 06/2005 | Present |
| Tucker Asset Management Llc | Littleton | CO | 10/2021 | Present |
1.) MacNeil Financial Services, Investment Related, American Fork, UT, Insurance Sales, Owner, Start Date 06/2005, approximately 120 hours per month with 100 hours devoted during securities trading hours 2.) MacNeil Enterprises, LLC, Not Investment Related, American Fork, UT, Rental Property Owner, Start Date 10/2016, 1-3 hours per week, only as needed to maintain bookings on AirBnb 3.) The 50 Year Secret, LLC, Not Investment Related, American Fork, UT, Owner/Self Employed as Author/Motivational Speaker, Start Date 01/2017, 4-5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-16 |
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