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2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
| PA | RA | APPROVED | 2020-02-04 |
Branch Locations
100 Bradford Road Suite 400, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Monroeville | PA | 12/1999 | 02/2018 |
| Td Ameritrade, Inc. | Wexford | PA | 02/2018 | 10/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 10/2019 |
| Mckinley Carter Wealth Services, Inc | Pittsburgh | PA | 01/2020 | Present |
(1) Name of Outside Business:AK Football Official Chapter; Investment Related:No; Address of Outside Business:Springdale, PA; Nature of Outside Business:Board member/Officer; Position:President; Start Date:1/1/2016; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Run meetings for group. (2) Name of Outside Business:PIAA; Investment Related:No; Address of Outside Business:Harrisburg, PA; Nature of Outside Business:Other; Position:Sports Official; Start Date:2/1/2010; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Officiating High School Football and Basketball
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-29 |
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