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1485 Lexington Ave., Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| OH | RA | APPROVED | 2017-03-10 |
Branch Locations
3524 Commerce Parkway, Wooster, OH 44691 • United States
1485 Lexington Ave., Mansfield, OH 44907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-13 |
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