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Patrick James Tuma

Tuma Financial, LLC

Marriottsville, MD

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Current Employers
Tuma Financial, Llc

Marriottsville, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-02-28
  • MD RA
    APPROVED
    Since 2017-02-28

Branch Locations

Marriottsville, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Dimensions, Inc Lutherville MD 05/1997 03/2024
Tuma Financial, Llc Marriottsville MD 12/2016 Present
  • 05/1997 → 03/2024
    Financial Dimensions, Inc
    Lutherville, MD
  • 12/2016 → Present
    Tuma Financial, Llc
    Marriottsville, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-05
  • S65 Uniform Investment Adviser Law Examination
    1997-08-05
Designations
Other Names
  • Patrick Tuma

View on SEC IAPD

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