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Advisor at WESBANCO SECURITIES, INC.
Genoa, OH | WHEELING, WV | Maumee, OH | Bowling Green, OH | Oregon, OH | Perrysburg, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WESBANCO SECURITIES, INC. | Bd affiliated wealth | Sep 3, 2025 | n/a | yes | Perrysburg, OH|Genoa, OH|Bowling Green, OH|WHEELING, WV|Maumee, OH|Oregon, OH | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 1, 2021 | Sep 3, 2025 | no | Maumee, OH|MAUMEE, OH|SAN DIEGO, CA | Previous registration |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Nov 30, 2012 | Jul 1, 2021 | no | MAUMEE, OH|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|BELLEFONTAINE, OH|DEFIANCE, OH | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Feb 13, 2007 | Nov 20, 2012 | no | BOWLING GREEN, OH|TOLEDO, OH|PERRYSBURG, OH|MAUMEE, OH|TOLEDO, OH|LAMBERTVILLE, MI|TOLEDO, OH|SYLVANIA, OH | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Dec 16, 2005 | Feb 7, 2007 | no | WOODVILLE, OH|FREMONT, OH|NORTHWOOD, OH|FREMONT, OH|ELMORE, OH|PERRYSBURG, OH|OREGON, OH|MONROEVILLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WESBANCO SECURITIES, INC. | Sep 3, 2025 | Sep 3, 2025 | 0 | Firm change | Ibd to ibd |
| MONEY CONCEPTS ADVISORY SERVICE | LPL FINANCIAL LLC | Jul 1, 2021 | Jul 1, 2021 | 0 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | MONEY CONCEPTS ADVISORY SERVICE | Nov 20, 2012 | Nov 30, 2012 | 10 | Firm change | Other |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | CITIZENS SECURITIES, INC. | Feb 7, 2007 | Feb 13, 2007 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:43276:CA:2025-09-03 | Sep 3, 2025 | Sep 3, 2025 | SAN DIEGO, CA | Firm change |
| 12963:6413:OH:2021-07-01 | Jul 1, 2021 | Jul 1, 2021 | DEFIANCE, OH | Firm change |