Gregory Donald Ocker

Current Employers

Employment History

• 09/1999 → 09/2025
  Avantax Investment Services, Inc.
  Chambersburg, PA
• 11/2000 → 09/2025
  Avantax Advsiory Services
  Chambersburg, PA
• 10/2018 → 06/2023
  Rental Property
  Shippensburg, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-11-16 → 2025-09-05
  Avantax Advisory Services
  Fayetteville, PA

Other Businesses

1) Ocker Financial Services, LLC 4148 Lincoln Way E.~Fayetteville~PA~17222 8/1/2005~0hrs~0hrs~Operational and/or Marketing Name for H.D. Vest Services 2) Golden Rule Health Ins. 4148 Lincoln Way E~Fayetteville~PA~17222~Independent Insurance Agent~Insurance Sales Agent~5/9/2004~1hrs~1hrs~Providing HSA health plans to clients 3) RENTAL PROPERTY POSITION: Owner NATURE: Purchased a second home as an investment property. Rental of the property is currently handled by a third party, Railey Realty. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 143 Bridgeview Lane, Swanton MD 21561, United States DESCRIPTION: Property maintenance and some repair/improvements 4) UNITED VENTURES, LLA DBA FRIENDS BLINDS N DESIGNS POSITION: Member NATURE: Purchasing a franchise with two other partners to sell and install window treatments for homes and businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2024 ADDRESS: 904 Knob Hill Rd, Fayetteville PA 17222, United States DESCRIPTION: My duties will be to take care of the bookkeeping and tax prep for the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-22
• S63 Uniform Securities Agent State Law Examination
  1999-11-20

Designations