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2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-25 |
Branch Locations
2100 Market Street, Wheeling, WV 26003 • United States
100 Bradford Road Suite 400, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Carter Wealth Services | Wexford | PA | 04/2022 | Present |
| Allegiance Financial Advisors | Pittsburgh | PA | 05/1994 | 03/2022 |
Kohls. Non-Investment Related. Retail, customer service. Kohl's Inc: 5357 William Flynn Highway, Gibsonia, PA 15044. Start date: October, 2013. 34 hours/month; 0 hours devoted during securities trading hours. Duties include returns at customer service counter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
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