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2 Eastgate Avenue Suite 5, Monessen, PA 15062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-09-01 |
Branch Locations
2 Eastgate Avenue Suite 5, Monessen, PA 15062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mon-Valley Sc | Monessen | PA | 03/1985 | Present |
| Boatman Wealth Management, Llc Formerly Sole Prop | Monessen | PA | 09/2009 | Present |
| Gary William Boatman Sole Prop | Monessen | PA | 01/1979 | Present |
| Gary William Boatman, Sole Prop | Monessen | PA | 11/2013 | Present |
| Valley Tax Services, Llc | Monessen | PA | 09/2009 | Present |
1)Valley Tax Services, LLC; non-investment related; Monessen, PA; tax preparation; Managing Member; started 09/2009; Approximately 10% of time. 2)Gary William Boatman - sole proprietor; investment related; Monessen, PA; insurance services and sales and college planning; insurance agent; started 01/1979; Approximately 10% of time. 3)Mon-Valley Shopping Center; non-investment related;PA; Owner; started 03/1985; Approximately 3% of time.
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