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373 Timberline Parkway, Vienna, WV 26105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-04-14 |
Branch Locations
21 Warden Run Road Suite 201, Wheeling, WV 26003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 01/2016 | 09/2021 |
| Securities America, Inc | Wheeling | WV | 09/2021 | 03/2023 |
| Arbor Point Advisors | Wheeling | WV | 09/2021 | 03/2023 |
| Commonwealth Financial Services | Parkersburg | WV | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-24 |
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