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Current Employers
Whitaker-Myers Wealth Managers, Ltd.

1485 Lexington Ave., Mansfield, OH 44907 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-23
OH RA APPROVED 2017-03-10
  • TX RA
    APPROVED
    Since 2020-04-23
  • OH RA
    APPROVED
    Since 2017-03-10

Branch Locations

3524 Commerce Parkway, Wooster, OH 44691 • United States

1485 Lexington Ave., Mansfield, OH 44907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Wooster OH 02/2015 03/2017
Whitaker-Myers Wealth Managers, Ltd. Wooster OH 08/2021 Present
Whitaker-Myers Wealth Managers, Ltd. Wooster OH 10/2015 08/2021
M.S. Howells & Co. Wooster OH 03/2017 10/2017
Previous Registrations
Other Businesses

WHITAKER-MYERS GROUP ADDRESS: 3524 COMMERCE PARKWAY,WOOSTER, OH NATURE OF THE BUSINESS: SUPPORT COMPANY/DBA (NON-OWNER) POSITION/TITLE: EMPLOYEE INVESTMENT RELATED:NO START DATE: 02/09/2015 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 50 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 40 DESCRIPTION OF DUTIES: I AM AN EMPLOYEE OF WHITAKER-MYERS AND MY ROLE IS TO BRING IN AND CROSS SELL TO OUR EXISTING CLIENTS OUR WEALTH MANAGEMENT SERVICES John-Mark Collier Young serves on the board of directors for Buckeye State Credit Union, a banking business located at 197 E. Thornton St., Akron, OH USA 44311 Start date with business : 02/01/2018; Hours devoted to business during trading hours : 0 Hours devoted to business outside trading hours : 2 Percentage of total yearly compensation expected to be derived from the business : NONE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-19
S63 Uniform Securities Agent State Law Examination 2008-08-13
  • S65 Uniform Investment Adviser Law Examination
    2012-07-19
  • S63 Uniform Securities Agent State Law Examination
    2008-08-13
Designations

View on SEC IAPD

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