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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
27131 Calle Arroyo Suite 1722, 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 |
|---|---|---|---|---|
| Gramercy Securities, Inc. | Dana Point | CA | 03/2014 | 10/2016 |
| Optivest, Inc. | Dana Point | CA | 03/2014 | 04/2022 |
| Tucker Asset Management Llc | Littleton | CO | 03/2022 | Present |
Insurance Agent; Investment Related; Dana Point, CA; LOAs in Accident & Health, Life, and Variable Contracts; Approximately X hours/month with X hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-15 |
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