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1485 Lexington Ave., Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelers Insurance Company | Cleveland | OH | 10/2006 | 10/2021 |
| Uber | Medina | OH | 10/2021 | 08/2024 |
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield | OH | 08/2024 | Present |
?the name of the other business; Financial Coaching ?whether the business is investment-related; No ?the address of the other business; 3524 Commerce Parkway Wooster OH 44691 United States ?the nature of the other business; Financial Coaching ?your position; Financial Coach ?title, or relationship with the other business; Financial Coach ?the start date of your relationship; 2024-10-28 ?the approximate number of hours/month you devote to the other business; 2 ?the number of hours you devote to the other business during securities trading hours; 5 ?and briefly describe your duties relating to the other business; Financial Coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-04 |
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