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373 Timberline Parkway, Vienna, WV 26105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Brokerage Services, Inc. | Parkersburg | WV | 04/2015 | 06/2021 |
| Hazlett, Burt & Watson, Inc. | Wheeling | WV | 06/2021 | 05/2024 |
| Commonwealth Financial Services | Wheeling | WV | 05/2024 | Present |
Personal real estate holding (no registered name). This business is not investment-related. 911 Wheeling Ave., Glen Dale, WV 26038. Residential real estate rental complex. Owner. Start date - November 2022. Approximately 5 hours per month devoted to this business; with less than 1 hour per month devoted during securities trading hours. Duties include property maintenance.*******President of Helping Heroes, Inc, oversees financials and monthly operations, 1 hour per month outside of trading hours since 6/21/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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