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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-10 |
| OH | RA | APPROVED | 2025-10-21 |
Branch Locations
180 Market St. Ste. 200, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldsberry Wealth Strategies | Athens | OH | 04/2024 | 09/2025 |
| Ohio University | Athens | OH | 08/2021 | 05/2025 |
| River Shine Car Wash | Pomeroy | OH | 09/2022 | Present |
| Mcdonald's | Pomeroy | OH | 01/2021 | 08/2021 |
| Southern Local High School | Racine | OH | 08/2017 | 05/2021 |
| Mcdonald's | Ravenswood | WV | 06/2017 | 08/2017 |
| Southern Local School District | Racine | OH | 08/2013 | 05/2017 |
| Raymond James Financial Services, Inc. | Athens | OH | 04/2024 | 09/2025 |
| Raymond James Financial Services Advisors, Inc | Athens | OH | 06/2024 | 09/2025 |
| Goldsberry Wealth Strategies | Athens | OH | 07/2024 | 09/2025 |
| Ubs Financial Services Inc. | New Albany | OH | 10/2025 | Present |
(1)Name of Business: River Shine Car Wash LLC Address: 441 W Main St, Pomeroy, OH, 45769, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/02/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: oversee operations, manage the deposits, ensure quality of service. (2)Name of Business: Shaver Real Estate LLC Address: 441 W Main St, Pomeroy, OH, 45769, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Shaver Real Estate LLC Address: 441 W main st, Pomeroy, OH, 45769, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee Rental Incomering trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-18 |
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