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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-04-09 |
| TX | RA | APPROVED | 2018-04-09 |
Branch Locations
3160 Fannin Street, Beaumont, TX 77701 • 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 |
|---|---|---|---|---|
| Merit Advisory Partners | Beaumont | TX | 03/1998 | Present |
| Tucker Asset Management Llc | Littleton | CO | 04/2018 | Present |
Merit Advisory Partners, investment related, Beaumont, TX, sells annuities and life insurance products, owner, since 03/1998, approximately 160 hours/month with approximately 160 hours/month during securities trading hours, Merit Advisory Partners is run as a sole proprietorship and I market annuities and life insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-23 |
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