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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unified Trust | Lexington | KY | 05/2016 | 09/2019 |
| Avantax Advisory Services | Triadelphia | WV | 12/2020 | 09/2025 |
| Unemployed | Triadelphia | WV | 09/2019 | 11/2020 |
| Glessner Snodgrass Wealth Management | Wheeling | WV | 12/2020 | Present |
| Avantax Investment Services, Inc. | Triadelphia | WV | 01/2021 | 09/2025 |
| Cetera Wealth Services, Llc | Wheeling | WV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JAY AND JODI HUNT POSITION: Owner NATURE: Single family home leased on an annual basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2017 ADDRESS: 156 Hilltopper Lane, West Liberty WV 26074, United States DESCRIPTION: ~; Advertise the property, obtain lease, oversee the property 2) GLESSNER SNODGRASS WEALTH MANAGMENT POSITION: Employee NATURE: ~; Investment Management for businesses and individuals Financial Planning Quallified Plan Consulting - 401ks, 403bs, etc. Service existing clients - investment reviews Individual and Business clients Education Meetings Qualified Plan Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2020 ADDRESS: 2084 National Road, Wheeling WV 26003, United States DESCRIPTION: ~; Prospecting/Sales for new client relationships. Onboard new clients Assist in establishing goals and objectives with the client, investment/portfolio selection Service clients to include investment review meetings and educaiton meetings for participants for qualified plan clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S66 | Uniform Combined State Law Examination | 2003-11-20 |
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