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United Brokerage Services, Inc CRD 39062
$372M regulatory AUM 1,391 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-12-23 |
Branch Locations
990 Elmer Prince Drive, Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Uniontown | PA | 08/2014 | 02/2017 |
| Pnc Bank | Uniontown | PA | 08/2014 | 02/2017 |
| Tiaa | Morgantown | WV | 02/2017 | 11/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Morgantown | WV | 02/2017 | 11/2025 |
| United Brokerage Services, Inc. | Morgantown | WV | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
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