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127 E Liberty St Suite 300, Wooster, OH 44691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-01 |
Branch Locations
127 E Liberty St Suite 300, Wooster, OH 44691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Wooster | OH | 10/2018 | 04/2019 |
| Ohiohealth Mansfield Hospital | Mansfield | OH | 11/2015 | 08/2018 |
| J.P. Morgan Securities Llc | Wooster | OH | 06/2019 | 05/2021 |
| Vince Mariola Construction | Wooster | OH | 04/2019 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2021 | 08/2022 |
| Prism Wealth Management | Wooster | OH | 05/2021 | Present |
| Prism Wealth Management Llc | Wooster | OH | 05/2022 | Present |
| Matthew L. Gilbert, Sole Proprietor | Wooster | OH | 11/2018 | Present |
1.) VINCE MARIOLA CONSTRUCTION; NOT INVESTMENT RELATED; 757 SPRUCE ST. WOOSTER, OH 44691; CONSTRUCTION WORK; CARPENTER; START DATE 04/2019; APPRO 16 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING. 2.) Matthew L. Gilbert, Investment related; Sole Proprietor; Insurance Agent; Start 11/2018; Wooster, OH, 40 hours/month; approx 20 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
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