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1485 Lexington Ave., Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucas Local Schools | Lucas | OH | 08/2014 | 05/2021 |
| North Central State College | Mansfield | OH | 08/2019 | 12/2021 |
| Ohiohealth | Mansfield | OH | 07/2021 | 05/2023 |
| Chinatown | Mansfield | OH | 10/2018 | 07/2023 |
| Navigator Wealth Management | Mansfield | OH | 09/2022 | 12/2023 |
| Franklin University | Columbus | OH | 05/2022 | 05/2024 |
| Buckeye State Credit Union | Mansfield | OH | 05/2023 | 06/2024 |
| Whitaker-Myers Wealth Managers | Mansfield | OH | 07/2024 | Present |
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-01 |
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