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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2013-12-03 |
Branch Locations
1000 Johnson Avenue, Bridgeport, WV 26330 • United States
432 Cannery Lane, Winfield, WV 25213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peoples Bank | Gallipolis | OH | 11/2013 | 02/2017 |
| Raymond James Financial Services Inc | Bridgeport | WV | 11/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Bridgeport | WV | 12/2013 | Present |
| Mvb Bank | Bridgeport | WV | 02/2017 | 01/2023 |
| Mvb Wealth Management Solutions | Bridgeport | WV | 02/2017 | 01/2023 |
(1)Name of Business: Dean Wealth Management, LLC Address: 1000 Johnson Avenue, Bridgeport, WV, 26330, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent Broker Dealer affiliated with Raymond James
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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