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373 Timberline Parkway, Vienna, WV 26105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-17 |
Branch Locations
373 Timberline Parkway, Vienna, WV 26105 • United States
326 Third Street #110, Marietta, OH 45750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleming Watson Financial | Marietta | OH | 09/2022 | Present |
| Marietta College | Marietta | OH | 08/2020 | 09/2022 |
| Chevron Corporation | Bakersfield | CA | 09/2013 | 10/2018 |
| Commonwealth Financial Services | Marietta | OH | 09/2022 | Present |
| Chevron Corporation | Moon Township | PA | 10/2018 | 08/2020 |
(1) Exit 1 Enterprises, LLC Non-Investment related PO Box 284, Marietta, OH 45750; Real Estate Rental, Owner/Member since 08/26/2022 10-25 hours p/month, 0 hours during securities trading hours Property Inspection/Maintenance, Property Acquisition Research, Property Showings & Tenant Engagement (2) Marietta High School Non-Investment related Assistant Baseball Coach (3) Marietta City Schools (Assistant Varsity Baseball Coach) from 3/27/2026 to 6/20/2026 . Non-Investment Related 2 hours a day during evening hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-01 |
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