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1485 Lexington Ave., Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-11-05 |
| TX | RA | APPROVED | 2022-11-29 |
| OH | RA | APPROVED | 2022-10-28 |
Branch Locations
3524 Commerce Pkwy, Wooster, OH 44691 • United States
1485 Lexington Ave., Mansfield, OH 44907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield | OH | 07/2022 | Present |
| Whitaker Myers Wealth Managers | Wooster | OH | 06/2022 | Present |
| Young Life | Colorado Springs | CO | 07/2013 | 06/2022 |
NICHOLAS S ALLEN is Assistant Coach at Wooster High School Lacrosse Coach; Is the business investment related: No; Location of the business: 515 Oldman Rd Wooster Ohio 44691; Responsibilities Duties: Coach and mentor student athletes. Attend practice and games, providing group and one on one instruction in a public setting, in concert with other coaches.; Start date with business: 2024-01-15; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 20;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-27 |
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