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Steven Andrew Tardy

Mckinley Carter Wealth Services, Inc.

Charleston, WV

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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 2023-07-07
TX RA APPROVED 2023-07-07
WV RA APPROVED 2017-12-22
  • LA RA
    APPROVED
    Since 2023-07-07
  • TX RA
    APPROVED
    Since 2023-07-07
  • WV RA
    APPROVED
    Since 2017-12-22

Branch Locations

129 Summers Street Suite 200, Charleston, WV 25301 • 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
Teays Valley Insurance, Llc Hurricane WV 09/2015 11/2017
Mckinley Carter Wealth Services, Inc. Charleston WV 11/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-28
S63 Uniform Securities Agent State Law Examination 2010-04-02
  • S65 Uniform Investment Adviser Law Examination
    2014-03-28
  • S63 Uniform Securities Agent State Law Examination
    2010-04-02
Designations
Other Names
  • Drew Tardy

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV

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