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Advisor Financial Services, Inc. CRD 118537
$62.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Taconic Pl, Chatham, NY 12037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-02 |
| VA | RA | APPROVED | 2018-02-06 |
Branch Locations
9307 Brook Road, Glen Allen, VA 23060 • United States
1 Taconic Pl, Chatham, NY 12037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David C Luck, Cpa Pc | Chatham | NY | 01/1995 | 12/2022 |
| Advisor Financial Services, Inc. | Chatham | NY | 01/1995 | Present |
| Luck & Company Cpa Pllc | Glen Allen | VA | 01/2023 | Present |
Luck & Company CPA PLLC, as a Certified Public Accountant - offering tax and accounting services to individuals and small businesses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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