Charles Eugene Rucker

Current Employers

Employment History

• 11/2014 → 05/2020
  Suntrust Investment Services
  Atlanta, GA
• 08/2016 → 05/2020
  Suntrust Advisory Services
  Atlanta, GA
• 05/2020 → Present
  Unemployed
  Bethesda, MD
• 06/2021 → 01/2024
  Woodbury Financial Services Inc
  Vienna, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bethesda, MD

Previous Registrations

• 2021-06-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bethesda, MD
  Olney, MD
  Vienna, VA
• 2016-09-06 → 2021-05-03
  Truist Advisory Services, Inc.
  Kensington, MD
  Washington, DC
  Silver Springs, MD
  Silver Spring, MD
  Silver Spring, MD
  Rockville, MD
  Kensington, MD
• 2014-11-13 → 2016-12-31
  Truist Investment Services, Inc.
  Rockville, MD
  Montgomery Village, MD
  Gaithersburg, MD
  Silver Spring, MD
  Silver Spring, MD
  Kensington, MD
  Washington, DC
  Silver Spring, MD
  Silver Spring, MD
  Kensington, MD
  Kensington, MD
• 2010-04-27 → 2014-11-05
  Capital One Financial Advisors Llc
  Melville, NY
• 2006-05-12 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD
• 2003-05-29 → 2004-01-28
  Chevy Chase Financial Services
  Bethesda, MD

Other Businesses

1) POSITION: RENTAL PROPERTY NATURE: I RECENTLY PURCHASED A 2 BEDROOM CONDO WITH MY BROTHER IN THE SAME COMPLEX WHERE I ALREADY OWN ANOTHER RENTAL PROPERTY ON MY OWN IN KENSINGTON, MARYLAND. (THIS HAS ALREADY BEEN DISCLOSED AS OBA IN EXCHANGE). WE ARE CURRENTLY FIXING UP THE UNIT TO EVENTUALLY RENT FOR APPROXIMATELY $1300 TO $1500 PER MONTH, HOPEFULLY IN THE NEXT FEW MONTHS. RIGHT NOW WE ARE NOT RECEIVING ANY INCOME AND I JUST WANT TO DISCLOSE MY RECENT REAL ESTATE INVESTMENT AND PURCHASE WITH MY BROTHER. THIS IS NOT INVESTMENT RELATED AND TAKES UP A MINIMAL AMOUNT OF MY TIME.THE ADDRESS IS: 3421 UNIVERSITY BLVD. WEST, #304, KENSINGTON, MD 20895. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2015 ADDRESS: , KENSINGTON MD DESCRIPTION: DUTIES WILL INCLUDE COLLECTING RENT AND ADDRESSING PROPERTY ISSUES AS THEY ARISE. MAY NEED TO FIND ANOTHER RENTER IN THE FUTURE IF/WHEN CURRENT TENANTS LEAVE. 2) CHARLES EUGENE RUCKER, JR. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/11/2021 ADDRESS: 4350 East West Hwy, Suite 510, Bethesda MD 20814, United States DESCRIPTION: Insurance planning as part of the broader financial planning process. 3) CAPITAL HARVEST WEALTH PARTNERS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/11/2021 ADDRESS: 4350 East West Hwy, Suite 510, Bethesda MD 20814, United States DESCRIPTION: Investment Advisory Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-24
• S66 Uniform Combined State Law Examination
  2003-05-27
• S63 Uniform Securities Agent State Law Examination
  1993-07-22

Other Names

• Gene Rucker
• C. Gene Rucker