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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| FL | RA | APPROVED | 2025-09-02 |
| WV | RA | APPROVED | 2025-09-02 |
Branch Locations
35 Cherry Hill Road, Morgantown, WV 26508 • United States
Sanibel, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Morgantown | WV | 03/2017 | 07/2020 |
| Massmutual | Morgantown | WV | 03/2017 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 08/2025 |
| Virtus Wealth Solutions | Morgantown | WV | 07/2020 | Present |
| Osaic | Morgantown | WV | 08/2025 | Present |
| Osaic | Sanibel | FL | 08/2025 | Present |
| Msi Financial Services, Inc. | Tallahassee | FL | 11/1998 | 03/2017 |
| Msi Financial Services, Inc. | Tallahassee | FL | 11/1998 | 03/2017 |
1. SUMMER, GP POSITION: partner NATURE: I am in a general partner in Summer which was a film project from 2021 which is finished but I still may receive revenue from. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2021 ADDRESS: 4101 Cove Point Drive, Morgantown WV 26508, United States DESCRIPTION: None at this time the project is done 2. BONNIE BAILEY DYSLEXIA AWARENESS POSITION: President and founder NATURE: Dyslexia Awareness non profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 35 Cherry Hill Road, suite 100, Morgantown WV 26508, United States DESCRIPTION: Run the board meetings, volunteer for varies outreaches, keep website updated, evaluate committee reports and vote. 3. YOUR COMMUNITY FOUNDATION POSITION: board member NATURE: I am on the YCF board, the finance and animal welfare committee. I joined as a board member in 2024 but had previously been on the investment committee for 7-8 years. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: 201 S. High Street, 3rd Floor, Morgantown WV 26505, United States DESCRIPTION: attend board meetings, review documents and vote
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-02 |
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