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373 Timberline Parkway, Vienna, WV 26105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-17 |
| WV | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perry & Associates, Cpa's, Ac | Marietta | OH | 05/2016 | Present |
| Commonwealth Financial Services | Parkersburg | WV | 07/2023 | Present |
1. Perry $ Associates, CPA's, AC Not investment-related; 313 Second Street, Marietta, OH 45750; Accounting Firm; Tax Manager; Start date: 05/16/2016; 200Hrs/month; 6.5hrs during trading hours; Duties: Tax and accounting preparation/review and staff management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-11 |
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