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Current Employers
Wesbanco Securities, Inc.

135 W Main Street, St Clairsville, OH 43950 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2019-04-15
IN RA APPROVED 2019-04-05
OH RA APPROVED 2019-04-05
  • WV RA
    APPROVED
    Since 2019-04-15
  • IN RA
    APPROVED
    Since 2019-04-05
  • OH RA
    APPROVED
    Since 2019-04-05

Branch Locations

Wesbanco Securities Inc 1 Bank Plaza, Wheeling, WV 26003 • United States

Wesbanco Trust & Investment Services 1 Bank Plaza, Wheeling, WV 26003 • United States

2710 E Main St, Bexley, OH 43209 • 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
Tiaa Dublin OH 06/2016 03/2019
Tiaa-Cref Individual & Institutional Services, Llc Dublin OH 06/2016 03/2019
Wesbanco Securities Inc Wheeling WV 04/2019 Present
Previous Registrations
  • 2016-06-20 → 2019-03-19
    Dublin, OH
  • 2009-11-13 → 2016-06-09
    Columbus, OH
    Wayne, PA
    Sarasota, FL
    Naples, FL
    Beavercreek, OH
    Columbus, OH
    Cleveland, OH
    West Carrollton, OH
    Hilliard, OH
    Dayton, OH
    Columbus, OH
    Dublin, OH
    Pickerington, OH
    Dayton, OH
    Beavercreek, OH
    Reynoldsburg, OH
    Columbus, OH
    Worthington, OH
    Hilliard, OH
    Kettering, OH
    Columbus, OH
    Dayton, OH
    Centerville, OH
    Huber Heights, OH
    Dayton, OH
    Dayton, OH
    Dayton, OH
    Columbus, OH
    Kettering, OH
    Powell, OH
    Columbus, OH
    Troy, OH
    Columbus, OH
    Miamisburg, OH
    Westerville, OH
    Englewood, OH
    Grove City, OH
    Huber Heights, OH
    Columbus, OH
    Oakwood, OH
    Dublin, OH
    Tipp City, OH
    New Carlisle, OH
    Columbus, OH
    Columbus, OH
    Dayton, OH
    Columbus, OH
    Sheffield, OH
    Ft. Wright, KY
    Cincinnati, OH
    Mason, OH
    Hilton Head Island, SC
    Philadelphia, PA
    Columbus, OH
  • 2000-01-01 → 2009-11-13
    Natcity Investments, Inc.
    Englewood, OH
    Worthington, OH
    Dayton, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Dayton, OH
    Columbus, OH
    Columbus, OH
    Kettering, OH
    Westerville, OH
    Dayton, OH
    Reynoldsburg, OH
    Columbus, OH
    Oakwood, OH
    Troy, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Dayton, OH
    Dayton, OH
    Huber Heights, OH
    Kettering, OH
    Dayton, OH
    Hilliard, OH
    Dublin, OH
    Columbus, OH
    Grove City, OH
    Columbus, OH
    Dublin, OH
    Centerville, OH
    Huber Heights, OH
    Columbus, OH
    Hilliard, OH
    Tipp City, OH
    Columbus, OH
    Tipp City, OH
    Columbus, OH
    Reynoldsburg, OH
    Beavercreek, OH
    Dayton, OH
    Dayton, OH
    Pickerington, OH
    Columbus, OH
    Powell, OH
    West Carrollton, OH
    Lewis Center, OH
    Kettering, OH
    Vandalia, OH
    Sidney, OH
    Dayton, OH
    Dayton, OH
    Dayton, OH
    Columbus, OH
    Dayton, OH
    Miamisburg, OH
    Dayton, OH
    Dayton, OH
    Columbus, OH
    Dayton, OH
    New Carlisle, OH
    Canal Winchester, OH
    Beavercreek, OH
    Dayton, OH
    Springboro, OH
    Fairborn, OH
    Cleveland, OH
Other Businesses

My husband and son have formed and OH LLC, 11-30-22: Stavsky Rentals: Entity will invest in real estate for the purpose of rental income: I will not receive any direct income from this and have no financial interest in the business: I will have 0% time working on this business: my husband and I file joint income taxes. Ohio Foundation of Independent Colleges: Board of Trustees: 10 hours per year: Unpaid Position Columbus Jewish Historical Society: Treasurer, Executive Board Member: 30 hours per year: Unpaid Position Board Member of BISA; 3-18-26; Industry Organization; BISA supports financial institutions that offer banking, insurance and investment services: Unpaid position:1% of time spent with activity. Unpaid-Volunteer General Board Member of a Non-Profit Organization: 1-8-26: Provides assistance to low-income families: Home-Families Flourish: non-investment related. Beth Jacob Sisterhood: Treasurer, Executive Board Member:1 - 2 hours per year (this organization is not very active): Unpaid Position ** All 3 organizations are based in Columbus, OH.**

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-23
S63 Uniform Securities Agent State Law Examination 1991-11-04
  • S65 Uniform Investment Adviser Law Examination
    2001-07-23
  • S63 Uniform Securities Agent State Law Examination
    1991-11-04
Other Names
  • Lisa Pam Finkelstein
  • Lisa Pam Stavsky

View on SEC IAPD

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