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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 2024-10-15
  • OH RA
    APPROVED
    Since 2024-10-15

Branch Locations

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
Mansfield Christian Schools Mansfield OH 08/2006 05/2019
Barrington Property Management Ontario OH 06/2018 01/2021
Lowes Ontario OH 01/2021 08/2021
Kent State University Kent OH 09/2019 08/2023
Whitaker-Myers Wealth Managers, Ltd. Mansfield OH 09/2023 05/2024
Whitaker-Myers Wealth Managers, Ltd. Mansfield OH 05/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-14
  • S65 Uniform Investment Adviser Law Examination
    2024-10-14

View on SEC IAPD

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