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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Wealth Solutions | Morgantown | WV | 04/2025 | Present |
| United Bank | Morgantown | WV | 07/2016 | 03/2025 |
1. MONONGALIA COUNTY CHILD ADVOCACY CENTER POSITION: Board Chair NATURE: Non Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2026 ADDRESS: 909 Greenbag Rd, Morgantown WV 26508, United States DESCRIPTION: Facilitate and preside over all board meetings (bi-monthly) and executive committee meetings (monthly). Lead the board of directors in setting strategic priorities aligned with the organization's mission. Help shape long-term strategy for the organization. Encourage innovative ideas that advance the mission of the center.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-26 |
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