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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-07 |
Branch Locations
404 Executive Park, Asheville, NC 28801 • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Peak Capital, Llc Fkaglobal Financial Private Capital, Llc | Sarasota | FL | 06/2016 | 04/2019 |
| Reep Wealth Planning, Inc. | Asheville | NC | 01/2016 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 01/2022 |
| Tucker Asset Management | Littleton | CO | 02/2022 | 07/2023 |
| Reep Wealth Management, Inc. | Asheville | NC | 05/2023 | Present |
| Tucker Asset Management Llc | Littleton | CO | 07/2023 | Present |
1) Reep Wealth Planning, Inc.; 138 Charlotte St., Suite 101, Asheville, NC 28801; S Corp; Sole Owner; President; Insurance and Tax sales; Started 06/2013; Service/market/sell insurance products and services, provide tax services; spend 60 monthly; 45 during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-21 |
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