This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TUCKER ASSET MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 30, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Sep 30, 2004

First registration

Jul 25, 2017

Dual registered

no

Other names

ROSA GJELAJ

IAPD individual key

2476439

• Occurred

  Mar 4, 2024
  Advisor changed firm

  Rosa Shala left Wealth Watch Advisors, Inc for Tucker Asset Management Llc (registered 2025-01-01)

  Form ADVobserved 6 days ago
• Occurred

  Jul 19, 2022
  Advisor changed firm

  Rosa Shala left Sound Income Strategies, Llc for Wealth Watch Advisors, Inc (registered 2022-07-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:444b467c-4fd4-0b90-fe0b-4de7c426248a

First observed

Jul 25, 2017

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.