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425 Phoenix Drive, Chambersburg, PA 17201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-11 |
| PA | RA | APPROVED | 2017-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Wealth Mgmt | Camphill | PA | 12/2013 | 12/2016 |
| Tucker Financial Services, Inc. | Chambersburg | PA | 12/2016 | Present |
1. River Road Invest Club - Shippensburg, PA, 2 hours per month to discuss not only investments but other happenings in the world. Not compensated. 2. SUFAC - Shippensburg University Finance Advisory Council, Shippensburg, PA, Active member, Chairperson, not compensated. They meet twice a year to provide advice to finance faculty, finance students, & college business admin.within the financial industry. No advice is given. 3. University Comm. Ministries - Foundation President - Campus ministries to Shippensburg University Students - no pay - Oversees the board - 3% of his time per month. 4. Central Manor Camp Meeting - Finance Committee - No compensated - Indirectly manages Investments - 1% of his time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-27 |
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