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1485 Lexington Ave., Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-26 |
| OH | RA | APPROVED | 2017-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Ashland | OH | 06/2014 | 03/2017 |
| Whitaker-Myers Benefit Plans | Ashland | OH | 05/2013 | Present |
| Raymond James Financial Services | Ashland | OH | 06/2014 | 03/2017 |
| Whitaker-Myers Wealth Managers | Wooster | OH | 03/2017 | Present |
| Whitaker-Myers Wealth Managers, Ltd. | Ashland | OH | 03/2014 | Present |
| Ms Howells & Co | Scottsdale | AZ | 03/2017 | Present |
1) MAY 2014; WHITAKER-MYERS WEALTH MANAGERS, WOOSTER, OH; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; ADVISOR/PART OWNER; DEVOTE 160 HRS/MONTH, 100 HRS/MONTH DURING MARKET HOURS 2) JUNE 2014; WHITAKER-MYERS BENEFIT PLANS, ASHLAND, OH; INVESTMENT RELATED; INSURANCE SALES; LICENSED AGENT; DEVOTE 16 HRS/MONTH, 1O HRS/MONTH DURING MARKET HOURS. 3) MAY 2013; WHITAKER-MYERS BENEFIT PLANS, ASHLAND, OH; NON-VARIABLE INSURANCE; AGENT; SELL INSURANCE PRODUCTS; DEVOTE 16 HRS/MONTH, 10 HOURS/MONTH DURING MARKET HOURS. 4) SEPT 2008; TRIFECTA TICKETS, LLC, ASHLAND, OH; NON INVESTMENT RELATED, MARKETING AND ADMINISTRATING A TICKET SALES WEBSITE; CFO; PAY BILLS, HANDLE FINANCIALS; DEVOTE 1 HR/MONTH DURING NON MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-10 |
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