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Current Employers
Conrad Siegel Investment Advisors

501 Corporate Circle, Harrisburg, PA 17110 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2008-11-04
TX RA APPROVED 2008-11-04
  • PA RA
    APPROVED
    Since 2008-11-04
  • TX RA
    APPROVED
    Since 2008-11-04

Branch Locations

501 Corporate Circle, Harrisburg, PA 17110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Conrad Siegel Investment Advisors, Inc. Harisburg PA 10/2008 Present
  • 10/2008 → Present
    Conrad Siegel Investment Advisors, Inc.
    Harisburg, PA
Previous Registrations
  • 2008-01-23 → 2008-09-03
    Osaic Fa, Inc.
    Etters, PA
    Lewisberry, PA
    Cherry Hill, NJ
Other Businesses

1. Harrisburg Symphony Association; 800 Corporate Circle, Harrisburg, PA; Board Member, Treasurer and Member of Finance and Investment Committee; Attend monthly meetings; Investment-related; Approximately 3 hours per month spent. 2. Ronald McDonald House Charities of Central PA; 745 W. Governor Rd, Hershey, PA; Investment Committee Member; Attend quarterly meetings; Investment-related; Approximately 1 hour per quarter spent. 3. Anthony's Way - The Road to Kindness Foundation; 444 Sandman Dr, Kure Beach, NC; Advisory Board Member; Attend quarterly meetings; Investment-related; Approximately 1 hour per quarter spent. 4. Hershey Public Library Endowment Trust; 701 Cocoa Ave, Hershey, PA; Treasurer and Board Member; Attend quarterly meetings; Investment-related; Approximately 1 hour per quarter spent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-12
S63 Uniform Securities Agent State Law Examination 2006-09-25
  • S65 Uniform Investment Adviser Law Examination
    2008-01-12
  • S63 Uniform Securities Agent State Law Examination
    2006-09-25
Designations
Other Names
  • Tracy Burke

View on SEC IAPD

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