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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-11-17 |
Branch Locations
500 Virginia Street East, Charleston, WV 25322 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Charleston | WV | 04/2012 | 07/2019 |
| Nylife Securities Llc | Charleston | WV | 03/2012 | 03/2019 |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2019 | 08/2025 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2019 | 08/2025 |
| Crestview Capital Advisors | Charleston | WV | 03/2021 | 08/2025 |
| United Brokerage Services Inc | Parkersburg | WV | 08/2025 | Present |
Currently employed as an Institutional Advisor with United Bank Wealth Management Department.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-07 |
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