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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2015-03-31 |
Branch Locations
500 Virginia Street East, Charleston, WV 25322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Bank | Charleston | WV | 08/2005 | Present |
| United Brokerage Services, Inc. | Parkersburg | WV | 03/2015 | Present |
UNITED BANK WEALTH MGN GROUP,INVESTMENT RELATED, 500 VIRGINIA ST., CHAS. WV. START DATE 08/2005-PORTFOLIO MANAGER,FULL TIME. WV Bankers Association: Investment Committee Chair, Charleston, WV, 1 hour/mth, no compensation, investment related - duties include leading investment committee meetings, review IPS, discuss goals for portfolio YWCA Investment Committee: Member, Charleston WV, 1 hour/mth, no compensation, investment related - participate in meetings, review portfolio and discuss IPS and needs of the organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-26 |
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