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Inactive

James Michael O'BRien

Mckinley Carter Wealth Services, Inc.

Wheeling, WV

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Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2022-01-07
  • WV RA
    APPROVED
    Since 2022-01-07

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
Barnes & Noble College At West Virginia Northern Community Colle Wheeling WV 10/2015 12/2018
Ogden Newspapers Inc Wheeling WV 06/2019 07/2021
Mckinley Carter Wealth Services Wheeling WV 08/2021 Present
Wheeling Jesuit University Wheeling WV 12/2018 06/2019
  • 10/2015 → 12/2018
    Barnes & Noble College At West Virginia Northern Community Colle
    Wheeling, WV
  • 06/2019 → 07/2021
    Ogden Newspapers Inc
    Wheeling, WV
  • 08/2021 → Present
    Mckinley Carter Wealth Services
    Wheeling, WV
  • 12/2018 → 06/2019
    Wheeling Jesuit University
    Wheeling, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-10
  • S65 Uniform Investment Adviser Law Examination
    2021-12-10
Other Names
  • Michael O'BRien

View on SEC IAPD

Other Firms

FORT HENRY CAPITAL, LLC
SECURITY CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
OPTIMA TRADE & INVESTMENTS, LLC
TRUIST ADVISORY SERVICES, INC.
ADVISORY SERVICES NETWORK
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

RUSSELL WAYNE DUNKIN
JEREMY JUSTIN LOWE
JOSHUA EARL BRAUNLICH
MICHAEL THOMPSON BARICKMAN
TIMOTHY MORGAN BIDWELL
TARINA SUE NEELY
JASON LEE MARSH
GREGORY FRANCIS MARQUART

Other Offices

FORT HENRY CAPITAL, LLC · WHEELING, WV
SECURITY CAPITAL MANAGEMENT · WHEELING, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Wheeling, WV
OPTIMA TRADE & INVESTMENTS, LLC · WHEELING, WV
TRUIST ADVISORY SERVICES, INC. · WHEELING, WV
ADVISORY SERVICES NETWORK · Wheeling, WV
MML INVESTORS SERVICES, LLC · WHEELING, WV
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEELING, WV

More in Wheeling, WV

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