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2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2008-02-12 |
| WV | RA | APPROVED | 2007-10-01 |
Branch Locations
2100 Market Street, Wheeling, WV 26003 • United States
129 Summer Street Suite 200, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Will Carter Attorney At Law | Charleston | WV | 02/1997 | Present |
| Mckinley Carter Wealth Services, Inc. | Wheeling | WV | 01/2008 | Present |
KANAWHA ROXALANA R/E CO MANAGING COMMERCIAL PROPTY CHARLESTON WV DIRECTOR 1HR/MO DURING TRADE HRS C/O UNITED BK TRUST POBOX 393 CHARLESTON WV 25326 -2002. IMPERIAL COAL R/E CO MANAGING MINERAL & RESIDENTIAL PROPERTY & LEASES; DIRECTOR <1HR/MO DURING TRADE HRS 300 CAPITOL ST STE 1401 CHARLESTON WV 25301 -2007. PRC HOLDINGS LLC R/E CO MANAGING MEMBER OVERSEEING MINERAL & RESIDENTIAL PROPERTY & LEASES 8HR/MO, 6HR/MO DURING TRADE HRS 3590 BENEDICT RD CULLODEN WV 25510 -2002. WILL CARTER ATTY AT LAW 4HR/MO-NONE DURING TRADE HR 3590 BENEDICT RD CULLODEN WV 25510 FAMILY RELATED; 1997. THREE CHORUS COMMUNICATIONS, 8HR/MONTH, DIGITAL COMMUNICATION CONSULTING; 2018. FIVE CARTER FAMILY TRUSTS FOR NIECES & NEPHEW SINCE 2001, 1HR/QUARTER. Greater Kanawha Valley Foundation BOD since 2020, 7HR/Quarterly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-07 |
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