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2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-01 |
| OH | RA | APPROVED | 2020-11-24 |
| TX | RA | APPROVED_RES | 2018-07-17 |
| WV | RA | APPROVED | 2016-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Carter Wealth Services, Inc. | Wheeling | WV | 10/2014 | Present |
| Plexus Worldwide | Scottsdale | AZ | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-25 |
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