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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-10-01 |
Branch Locations
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Vancouver | WA | 09/2014 | 10/2020 |
| Tucker Asset Management Llc | Littleton | CO | 10/2020 | Present |
| Voya Financial Advisors | Vancouver | WA | 06/2017 | 10/2020 |
NAME OF ENTITY: Independent Insurance Agent; Yes; 9903 NE 115th Ave, Vancouver, WA, USA, 98662; 98604; Fixed Insurance; Independent Insurance Agent; 1/5/2015; 50; 25; Sale of Fixed Insurance Products.|NAME OF ENTITY:Winning Money Strategies, LLC; Yes; 11818 SE MILL PLAIN BLVD #202; VANCOUVER; WA; 98684; Sales & Service of clients; Office Manager, Client Service & administration; 1/1/2006; 80; 80; Office Manager, Client Service & administration|NAME OF ENTITY:Pierce Financial Strategies, LLC; Yes; PO BOX 87009; VANCOUVER; WA; 98687; Financial Services/DBA; President (Client Relations & Sales); 3/7/2011; 50; 25; Sale of fixed insurance and securities products.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-07 |
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