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2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-12-08 |
| WV | RA | APPROVED | 2005-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Carter Wealth Services, Inc. | Wheeling | WV | 01/2008 | Present |
1) MCKINLEY PROPERTIES, LLC: Not-investment-related; owner; since 2007; 2-3 hours/month; very limited time during securities trading hours; sole member of a real estate development and management company for McKinley Carter Wealth Services, Inc.'s corporate headquarter. 2) WILLOW GLEN CAPITAL, LLC: Investment-related; sole owner; since 2010; 5-10 hours/month; limited time during securities trading hour; invest my own capital in privately held business. 3) Mountaineer Freedom Alliance: Not-investment-related; 52 Elmwood Place, Wheeling WV 26003; Educating the public and advocacy for issues, candidates, and officeholders affecting public policy in WV; Position: Managing Member; State Date: 4/2024; Approximate number of hours/month devoted: 3-5 hours; Number of hours devoted during securities trading hours: 0; Duties: Coordinating actions of various vendors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-05 |
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