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Benjamin Michael Allen

Whitaker-Myers Wealth Managers, Ltd.

Dublin, OH

Mansfield, OH

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Current Employers
Whitaker-Myers Wealth Managers, Ltd.

1485 Lexington Ave., Mansfield, OH 44907 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-29
OH RA APPROVED 2024-09-09
  • TX RA
    APPROVED
    Since 2024-11-29
  • OH RA
    APPROVED
    Since 2024-09-09

Branch Locations

5194 Blazer Parkway, Dublin, OH 43017 • United States

1485 Lexington Ave., Mansfield, OH 44907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citco Water Huntington WV 01/2016 10/2017
Young Life Columbus OH 10/2017 08/2024
Whitaker-Myers Wealth Managers, Ltd. Dublin OH 08/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-09
  • S65 Uniform Investment Adviser Law Examination
    2024-09-09

View on SEC IAPD

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