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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2019-02-08 |
| WV | RA | APPROVED | 2016-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Brokerage Services Inc | Parkersburg | WV | 07/2016 | Present |
| United Bank | Mclean | VA | 07/2016 | Present |
United Bank Wealth Management; Investment related; Wealth Management; Director; July 2016; Full-Time and during business hours; Director of Wealth Management division. McLean, Virginia.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
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