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608 N. Us Hwy 281 Suite 103, Marble Falls, TX 78654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
608 N. Us Hwy 281 Suite 103, Marble Falls, TX 78654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tucker Asset Management Llc | Littleton | CO | 10/2023 | 12/2024 |
| Smarter Retirement Solutions | Tampa | FL | 10/2023 | 01/2025 |
| Smarter Retirement Solutions | Tampa | FL | 08/2020 | 10/2023 |
| Certified Plus, Inc | Lakeway | TX | 06/2010 | 01/2021 |
| Unemployed | Marble Falls | TX | 01/2025 | 04/2025 |
| The Rosamond Financial Group Wealth Management, Llc | Marble Falls | TX | 03/2025 | Present |
1.) I am currently contracted as and Independent Agent with several life insurance companies to sell annuities and life insurance policies, though I am no longer working in this capacity. I will not be acting in this capacity in my new position and these relationships will naturally lapse.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-23 |
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