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2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-04 |
| OH | RA | APPROVED | 2020-09-10 |
Branch Locations
2100 Market Street, Wheeling, WV 26003 • United States
10050 Innovation Drive Suite 140, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christside Players | Dayton | OH | 03/2001 | Present |
| Lifeplan Financial Group, Inc. | Dayton | OH | 05/2008 | 12/2020 |
| Mckinley Carter Wealth Services | Wheeling | WV | 09/2020 | Present |
1. DOUBLE J ENTERTAINMENT, NOT INVESTMENT RELATED DAYTON OH, ENTERTAIONMENT/DISC JOCKEY, PARTNER, SINCE 3/01, APPOX. 20 HRS. A MONTH. 0 DURING TRADING HRS.,GOSPEL ENTERTAINMENT FOR FUNCTIONS SUCH AS WEDDING RECEPTIONS, SKATE PARTIES ETC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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