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Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-09-01
WV RA APPROVED 2016-08-30
  • LA RA
    APPROVED
    Since 2022-09-01
  • WV RA
    APPROVED
    Since 2016-08-30

Branch Locations

2100 Market Street, Wheeling, WV 26003 • 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
Mckinley Carter Wealth Services, Inc. Wheeling WV 06/2016 Present
Other Businesses

I.M.A. DOLAN, INC. POSITION: DIRECTOR/SHAREHOLDER NATURE: HOLD FAMILY REAL ESTATE INVESTMENT RELATED: YES NUMBER OF HOURS: 1/MONTH DURING MARKET HOURS: 0 START DATE: 07/01/2012 ADDRESS: 204 NORTH FRONT ST, WHEELING WV 26003 WVU JOHN CHAMBERS COLLEGE OF BUSINESS & ECONOMICS FINANCE ADVISORY COUNCIL POSITION: MEMBER NATURE OF BUSINESS: ASSIST IN SUPPORT THE ACADEMIC STRUCTURE OF THE WVU FINANCE DEPT INVESTMENT RELATED: NO APPROXIMATE NUMBER OF HOURS/MONTH: 2 HOURS/MONTH NUMBER OF HOURS DURING MARKET HOURS: 1 HOUR/MONTH START DATE: 2/28/2024 ADDRESS: WVU University School of Business, 83 Beechhurst Ave, Morgantown WV 26505

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-15
S63 Uniform Securities Agent State Law Examination 2010-09-17
  • S65 Uniform Investment Adviser Law Examination
    2016-08-15
  • S63 Uniform Securities Agent State Law Examination
    2010-09-17
Designations
Other Names
  • Teresa Eileen Dolan

View on SEC IAPD

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