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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
858 Lincoln Way East, Chambersburg, PA 17201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Chambersburg | PA | 09/2021 | 09/2025 |
| Avantax Advisory Services | Chambersburg | PA | 09/2021 | 09/2025 |
| Ocker Financial Services, Llc | Chambersburg | PA | 11/2020 | 03/2022 |
| Mountain Ridge Landscaping | Shippensburg | PA | 05/2018 | 03/2021 |
| Giant Food Stores | Chambersburg | PA | 10/2015 | 03/2018 |
| Shippensburg University Of Pennsylvania | Shippensburg | PA | 08/2017 | 05/2021 |
| Full Time Student | Chambersburg | PA | 08/2011 | 05/2017 |
| Target Corporation | Minneapolis | MN | 11/2019 | 12/2020 |
| Ocker Financial Services Llc | Chambersburg | PA | 03/2022 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Chambersburg | PA | 03/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Chambersburg | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)OCKER FINANCIAL SERVICES LLC POSITION: Advisor NATURE: Providing investment advice to clients, doing paperwork to open accounts and other activities such as contacting clients and helping them achieve their needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/21/2022 ADDRESS: 858 Lincoln Way East, Chambersburg PA 17201, United States DESCRIPTION: Contacting clients opening accounts Doing paperwork advising clients on their questions making retirement plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
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