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United Brokerage Services, Inc CRD 39062
$372M regulatory AUM 1,391 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-22 |
| SC | RA | APPROVED | 2025-01-21 |
| FL | RA | APPROVED | 2025-01-16 |
| MD | RA | APPROVED | 2025-01-16 |
| NC | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED_RES | 2025-01-16 |
| VA | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 08/2023 |
| Shine Consulting Firm Llc. | Mechanicsville | VA | 02/2018 | 10/2018 |
| Stewart Jones Industries | Richmond | VA | 11/2017 | 12/2017 |
| Tidewater Mortgage Services Inc | Virginia Beach | VA | 01/2017 | 12/2017 |
| Virginia Association Of Realtors | Glen Allen | VA | 05/2015 | 01/2017 |
| Equitable Advisors, Llc | New York | NY | 08/2023 | 01/2025 |
| United Brokerage Services, Inc. | Parkersburg | WV | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-16 |
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