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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Tucker Asset Management Llc | Littleton | CO | 05/2024 | Present |
| Desiretree Financial Services Llc | Charlotte | NC | 12/2022 | Present |
| Dxc Technologies | Ashburn | VA | 04/2005 | 12/2022 |
1.) Desiretree Financial Services LLC; Investment-related; Charlotte, NC; Life and Health Insurance Agency; CEO & Insurance agent; Owner of the business; Start date 12/2022; Approximately 45 hours per month devoted to this activity with 10 of the hours during securities trading hours; Duties include selling insurance policies and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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