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Current Employers
Whitaker-Myers Wealth Managers, Ltd.

1485 Lexington Ave., Mansfield, OH 44907 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-04-02
  • OH RA
    APPROVED
    Since 2024-04-02

Branch Locations

1 Mallett Way, Bluffton, SC 29910 • United States

1485 Lexington Ave., Mansfield, OH 44907 • 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
Whitaker-Myers Wealth Managers, Ltd. Mansfield OH 06/2023 Present
Student Ashland OH 03/2014 06/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-04-01

View on SEC IAPD

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