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United Brokerage Services, Inc CRD 39062
$372M regulatory AUM 1,391 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-11-14 |
| WV | RA | APPROVED | 1999-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Brokerage Services, Inc | Parkersburg | WV | 12/1995 | Present |
| United Bank, Inc. | Parkersburg | WV | 04/2004 | Present |
UNITED BANK; 514 MARKET STREET, PARKERSBURG, WV 26101; NON-INVESTMENT-RELATED; EVP, CHIEF HUMAN RESOURCES OFFICER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-10 |
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