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Julie A Brown

Mckinley Carter Wealth Services, Inc.

Miamisburg, OH

Wheeling, WV

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Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-08
OH RA APPROVED 2020-09-09
  • TX RA
    APPROVED
    Since 2023-03-08
  • OH RA
    APPROVED
    Since 2020-09-09

Branch Locations

10050 Innovation Drive Suite 140, Miamisburg, OH 45342 • United States

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
Pnc Bank, Na Dayton OH 10/2016 05/2017
Pnc Investments, Llc Pittsburgh PA 10/2016 05/2017
Lifeplan Financial Group, Inc. Miamisburg OH 05/2017 12/2020
Mckinley Carter Wealth Services Wheeling WV 09/2020 Present
  • 10/2016 → 05/2017
    Pnc Bank, Na
    Dayton, OH
  • 10/2016 → 05/2017
    Pnc Investments, Llc
    Pittsburgh, PA
  • 05/2017 → 12/2020
    Lifeplan Financial Group, Inc.
    Miamisburg, OH
  • 09/2020 → Present
    Mckinley Carter Wealth Services
    Wheeling, WV
Previous Registrations
  • 2017-05-12 → 2020-12-01
    Lifeplan Financial Group, Inc.
    Miamisburg, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-01-16
  • S63 Uniform Securities Agent State Law Examination
    2014-01-16
Designations
Other Names
  • Julie Anne Gustafson

View on SEC IAPD

Other Firms

SUMMIT FINANCIAL, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EVERHART ADVISORS
W&S BROKERAGE SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JOSEPH SAMUEL ZAIDAIN
LAKSHYA ARORA
JOSEPH CARL FISHER
JONATHAN PAUL HLAVAC
LISA A BLOCK
DUANE JERROD GILLMAN
JAMES ROBERT ST.PIERRE
Wesley Gooding

Other Offices

SUMMIT FINANCIAL, LLC · MIAMISBURG, OH
EAGLE STRATEGIES LLC · MIAMISBURG, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Carrollton, OH
EVERHART ADVISORS · Miamisburg, OH
W&S BROKERAGE SERVICES, INC. · Miamisburg, OH
FIFTH THIRD SECURITIES, INC. · MIAMISBURG, OH
EDWARD JONES · WEST CARROLLTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Dayton, OH

More in Miamisburg, OH

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