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Current Employers
Whitaker-Myers Wealth Managers, Ltd.

1485 Lexington Ave., Mansfield, OH 44907 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-02-03
TX RA APPROVED 2022-03-25
OH RA APPROVED 2022-01-14
  • LA RA
    APPROVED
    Since 2025-02-03
  • TX RA
    APPROVED
    Since 2022-03-25
  • OH RA
    APPROVED
    Since 2022-01-14

Branch Locations

1485 Lexington Ave, Mansfield, OH 44907 • United States

1485 Lexington Ave., Mansfield, OH 44907 • 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
Ohiohealth Hospitals Mansfield OH 06/2015 12/2020
Avita Health Systems Galion OH 01/2021 10/2021
Whitaker Myers Wealth Managers Mansfield OH 11/2021 Present
  • 06/2015 → 12/2020
    Ohiohealth Hospitals
    Mansfield, OH
  • 01/2021 → 10/2021
    Avita Health Systems
    Galion, OH
  • 11/2021 → Present
    Whitaker Myers Wealth Managers
    Mansfield, OH
Other Businesses

Started a Sole Proprietor hobby farm at the start of 2021. As of now I sell honey and garlic. Unfortunately, this past winter all of my bees died so I have very little honey for sales and after everything was finished made approximately 50-100 dollars.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-13
  • S65 Uniform Investment Adviser Law Examination
    2022-01-13
Designations

View on SEC IAPD

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