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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-29 |
| FL | RA | APPROVED | 2022-07-21 |
| WV | RA | APPROVED | 2021-10-08 |
Branch Locations
200 Association Drive Suite 100, Charleston - Northgate, WV 25311 • United States
300 Tenth Street, Huntington, WV 25701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Retirement Group | Huntington | WV | 03/2021 | Present |
| Highway 55 | Huntington | WV | 10/2016 | 03/2017 |
| Chambers Insurance Group | Huntington | WV | 03/2017 | 03/2021 |
| Buffalo Wild Wings | Barboursville | WV | 09/2014 | 10/2016 |
| Changepath, Llc | Leawood | KS | 06/2021 | 09/2021 |
| Rw Baird | Charleston | WV | 10/2021 | Present |
Name/Address: Joshua Chambers 2 Elwood Ave Huntington WV 25705 Start Date: 7/6/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Buying and Selling Sports Cards Non Investment Related Name/Address: Huntington High School 1 Highlander Way Huntington WV 25705 Start Date: 11/17/24 Hours Spent: 40-45 hours/month Hours Spent During Trading: 0 hours/month Role/Responsibility: Coach Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-10 |
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