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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
2001 Main Street Suite 701, Wheeling, WV 26003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wheeling | WV | 06/2018 | 08/2018 |
| Kalkreuth Roofing | Wheeling | WV | 05/2017 | 08/2017 |
| Kalkreuth Roofing | Wheeling | WV | 05/2016 | 08/2016 |
| Marietta College | Marietta | OH | 08/2014 | 06/2018 |
| Raymond James Financial Services, Inc. | Wheeling | WV | 08/2018 | Present |
| Felton Co. Ltd. | Wheeling | WV | 03/2021 | 04/2022 |
| Linsly Soccer | Wheeling | WV | 08/2020 | Present |
| Riverbridge Wealth | Wheeling | WV | 07/2018 | Present |
| Wells Fargo Clearing Services, Llc | Wheeling | WV | 04/2022 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Wheeling | WV | 01/2023 | Present |
FELTON CO. LTD. LLC, INV RELATED, WHEELING, WV, 50% OWNERSHIP, START 4/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. CITY OF WHEELING'S ENTERTAINMENT ENDOWMENT COMMITTEE; NOT INV. RELATED; WHEELING, WV; COMMITTEE MEMBER; START DATE 1/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: REVIEW ACTS LOOKING TO PERFORM AT CITY VENUES. CITY OF WHEELING BOARD OF ZONING APPEALS; NOT INV. RELATED; WHEELING, WV; BOARD MEMBER; START DATE 6/2022; 1 HR PER MONTH; 1 HR DURING TRADING; DUTIES PARTICIPATE IN MONTHLY MEETINGS TO DISCUSS CITY ZONING CODES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-02 |
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