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Lori Milner Pointer

United Brokerage Services, Inc

Parkersburg, WV

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Current Employers
United Brokerage Services, Inc

514 Market Street, Parkersburg, WV 26101 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-03-24
MD RA APPROVED 2022-02-15
NC RA APPROVED 2022-02-15
PA RA APPROVED 2022-02-15
SC RA APPROVED 2022-02-15
VA RA APPROVED 2022-02-15
OH RA APPROVED 2021-04-05
WV RA APPROVED 2021-04-02
  • DC RA
    APPROVED
    Since 2022-03-24
  • MD RA
    APPROVED
    Since 2022-02-15
  • NC RA
    APPROVED
    Since 2022-02-15
  • PA RA
    APPROVED
    Since 2022-02-15
  • SC RA
    APPROVED
    Since 2022-02-15
  • VA RA
    APPROVED
    Since 2022-02-15
  • OH RA
    APPROVED
    Since 2021-04-05
  • WV RA
    APPROVED
    Since 2021-04-02

Branch Locations

514 Market Street, Parkersburg, WV 26101 • 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
Wesbanco Securities, Inc. Parkersburg WV 03/2016 09/2019
Schwendeman Agency Inc Marietta OH 09/2019 12/2019
Hazlett, Burt & Watson, Inc. Vienna WV 01/2020 03/2021
United Brokerage Services, Inc. Parkersburg WV 03/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-26
S63 Uniform Securities Agent State Law Examination 2016-10-19
  • S66 Uniform Combined State Law Examination
    2020-05-26
  • S63 Uniform Securities Agent State Law Examination
    2016-10-19
Other Names
  • Lori Michele Milner
  • Lori Michele Smith
  • Lori Michele Miracle
  • Lori Milner Pointer

View on SEC IAPD

Other Firms

FIRST HEARTLAND CONSULTANTS, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ROHR CAPITAL MANAGEMENT

Other Investors

TONI MARIE SAMS
STEVEN CHASE MOONEY
Heather Dawn Winebrenner
DAVID JAMES EPLER
MICHEAL LEN EARL
AMI LEE SHAVER
NATHANIEL A BUTLER
Eric Spencer Humphrey

Other Offices

FIRST HEARTLAND CONSULTANTS, INC. · PARKERSBURG, WV
TRUIST ADVISORY SERVICES, INC. · PARKERSBURG, WV
CETERA INVESTMENT ADVISERS LLC · PARKERSBURG, WV
PFS INVESTMENTS INC. · PARKERSBURG, WV
STATE FARM INVESTMENT MANAGEMENT CORP. · Parkersburg, WV
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PARKERSBURG, WV
J.P. MORGAN SECURITIES LLC · BELPRE, OH
ROHR CAPITAL MANAGEMENT · PARKERSBURG, WV

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