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373 Timberline Parkway, Vienna, WV 26105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-08-31 |
| OH | RA | APPROVED | 2023-08-22 |
Branch Locations
166 S. Main St., Woodsfield, OH 43793 • United States
373 Timberline Parkway, Vienna, WV 26105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muskingum University | New Concord | OH | 08/2015 | 05/2019 |
| United States Census Bureau | New Philadelphia | PA | 08/2020 | 10/2020 |
| Stonehouse Veterinary Service | St. Clairsville | OH | 06/2019 | 12/2020 |
| Unemployed | Woodsfield | OH | 01/2021 | 08/2021 |
| Monroe County Health Department | Woodsfield | OH | 09/2021 | 05/2022 |
| Securities America, Inc | La Vista | NE | 06/2022 | 03/2023 |
| Heritage Financial And Investment Services, Llc | Woodsfield | OH | 06/2022 | Present |
| Commonwealth Financial Services, Llc | Woodsfield | OH | 06/2022 | Present |
Monroe County 4H Committee/Cross County Classics 4H Club - Vice President/Advisor Lead Meetings in Absence of President/Lead Meetings No Compensation - Average of 3 Post-Business Hours/Week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-13 |
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