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Inactive

Megan Kay Watterson

Ironwood Wealth Management, Inc.

Hurricane, WV

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Current Employers
Ironwood Wealth Management, Inc.

18 Chase Drive Chase Park, Hurricane, WV 25526 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-10
WV RA APPROVED 2024-03-25
  • TX RA
    APPROVED
    Since 2025-10-10
  • WV RA
    APPROVED
    Since 2024-03-25

Branch Locations

18 Chase Drive Chase Park, Hurricane, WV 25526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ironwood Wealth Management Hurricane WV 11/2019 Present
Extended Travel Perth 08/2017 11/2019
Kanawha County Courthouse Charleston WV 09/2016 08/2017
Ohio Valley Bank Milton WV 05/2016 09/2016
  • 11/2019 → Present
    Ironwood Wealth Management
    Hurricane, WV
  • 08/2017 → 11/2019
    Extended Travel
    Perth
  • 09/2016 → 08/2017
    Kanawha County Courthouse
    Charleston, WV
  • 05/2016 → 09/2016
    Ohio Valley Bank
    Milton, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
Other Names
  • Megan Kay Wallace
  • Megan Kay Doss

View on SEC IAPD

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JA INVESTMENT MANAGEMENT, LLC
MONEY CONCEPTS CAPITAL CORP
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
MAI CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC

Other Investors

JOHN E ARTHUR
Whitney Prescott Stricklin
Christopher W Childress
Frances Abrevaya-Jones
Andrew Michael Clark
Jason Scott Moore
DAVID WAYNE LANHAM
ROBERT LEWIS O'DELL

Other Offices

JA INVESTMENT MANAGEMENT, LLC · HURRICANE, WV
MONEY CONCEPTS CAPITAL CORP · Scott Depot, WV
J.P. MORGAN SECURITIES LLC · SCOTT DEPOT, WV
FIFTH THIRD SECURITIES, INC. · HURRICANE, WV
MAI CAPITAL MANAGEMENT, LLC · Hurricane, WV
MAI CAPITAL MANAGEMENT, LLC · Hurricane, WV
STATE FARM INVESTMENT MANAGEMENT CORP. · Hurricane, WV
EDWARD JONES · HURRICANE, WV

More in Hurricane, WV

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