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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 100m 1b

WESBANCO SECURITIES, INC.

CRD 43276

ST CLAIRSVILLE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae94b768-d2c1-cb07-924a-4849c839187b

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 102
Dated events: 20
On other graphs: 0
Observed: Oct 22, 2020 to Jul 16, 2026
22 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=92.0
Regulatory AUM: $286MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $182M
Private client RAUM: $286MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 51
RAUM per advisor: $5.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 110
Advisory employees: 42
Offices: 20Schedule D 1.F, beyond the principal office
Accounts: 1,627
Individual clients: 1,419
High net worth clients: 208
SEC number: 801-119845
CRD: 43276
Filings on the tape: 22
First filed: Oct 22, 2020
Latest filed: Jul 16, 2026
Organised: Corporation, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 51

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HOWARD JOSEPH BERTRAM	Certified Financial Planner\|Chartered Financial Consultant	WHEELING, WV \| New Martinsville, WV \| Moundsville, WV \| PITTSBURGH, PA \| Steubenville, OH \| Wexford, PA \| BARNESVILLE, OH	20	22	1	yes
DEBRA LYNN GORDON	n/a	COLUMBUS, OH \| Mason, OH \| Reynoldsburg, OH \| Circleville, OH \| CHILLICOTHE, OH \| Cincinnati, OH \| Beavercreek, OH \| Powell, OH \| WHEELING, WV \| Centerville, OH \| Fairborn, OH \| Franklin, OH \| Springfield, OH	17	25	1	yes
VICKI LYNN WILEY	n/a	Moundsville, WV \| Shadyside, OH \| New Martinsville, WV \| WHEELING, WV	13	19	2	yes
PAUL DOUGLAS CURNES	n/a	Steubenville, OH \| WHEELING, WV \| Follansbee, WV \| Triadelphia, WV \| Wheeling, WV \| Weirton, WV	12	27	3	yes
JAMES EBON STARCHER	n/a	Beaver Falls, PA \| WASHINGTON, PA \| WHEELING, WV \| Canonsburg, PA	12	27	4	yes
ROSE LYNN WILSON	n/a	PARKERSBURG, WV \| ST CLAIRSVILLE, OH \| WHEELING, WV	11	25	2	yes
DAVID ROBERT MCGINLEY	n/a	New Castle, PA \| WHEELING, WV \| ZELIENOPLE, PA \| Beaver, PA	11	18	3	yes
SHERRI LYNN Sharpe	n/a	WHEELING, WV \| Kingwood, WV \| Morgantown, WV \| Whitehall, WV \| Fairmont, WV \| MORGANTOWN, WV \| Clarksburg, WV	10	27	1	yes
DAVID ALAN REYNOLDS	n/a	Elizabethtown, KY \| WHEELING, WV \| Newport, KY \| Frankfort, KY \| Sheperdsville, KY	9	29	6	yes
Abbie Sophia Talbert	n/a	WHEELING, WV \| St. Clairsville, OH \| ST CLAIRSVILLE, OH \| Woodsfield, OH	8	16	n/a	yes
KAREN QUINN WATSON	n/a	Sheperdsville, KY \| Louisville, KY	7	31	2	yes
LISA FINKELSTEIN STAVSKY	n/a	WHEELING, WV \| Bexley, OH	7	34	3	yes
CHAD L. LINO	n/a	Cranberry Township, PA \| Wexford, PA \| Pittsburgh, PA \| WHEELING, WV \| PITTSBURGH, PA	6	20	2	yes
SETH PERRY WHITE	n/a	WHEELING, WV	6	20	2	no
MICAH ABRAHAM SEEN	n/a	PARKERSBURG, WV	6	16	n/a	yes
LOREN JOSEPH GLASER	Certified Financial Planner	Bowie, MD \| WHEELING, WV	5	27	4	yes
Vicki Ann Korinko	n/a	WHEELING, WV	4	15	n/a	yes
KELSIE R DUNBAR	n/a	Upper Arlington, OH \| Columbus, OH \| Gahanna, OH \| Grove City, OH \| Bexley, OH \| WHEELING, WV	4	12	n/a	yes
DREW ADAM ECKLUND	n/a	WHEELING, WV	4	21	3	yes
Robert Dummer	n/a	WHEELING, WV \| Beaver, PA	4	12	1	yes
Jason Scott McFarland	n/a	PARKERSBURG, WV	4	15	1	yes
JAMES LEROY CONNER	n/a	PARKERSBURG, WV \| Sissonville, WV	4	26	n/a	yes
CHRISTOPHER RUSSELL WALTER	n/a	WHEELING, WV \| Clinton, MD	4	34	7	yes
Adam Morris	n/a	IRONTON, OH \| Proctorville, OH \| Sissonville, WV \| Gallipolis, OH \| Nitro, WV \| WHEELING, WV \| Charleston, WV \| Huntington, WV \| Jackson, OH	4	13	1	yes
Arthur Hughes	n/a	New Castle, PA \| Ellwood City, PA \| WHEELING, WV	3	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BECKETT, BENJAMIN JOSEPH	FINOP & OPERATIONS MANAGER	Na	yes	04/2014	Oct 22, 2020	Sep 20, 2024
GARDILL, JAMES C	Counsel	Na	yes	10/2007	Oct 22, 2020	Sep 20, 2024
JACKSON, JEFF	Director	Na	yes	01/2023	Jan 31, 2023	Sep 20, 2024
LOVE, SCOTT ALAN	Director	Na	yes	01/2023	Jan 31, 2023	Sep 20, 2024
PERKINS, MICHAEL L	Director	Na	yes	12/2022	Jan 31, 2023	Sep 20, 2024
RICHMOND, BRENT EARL	Director	Na	yes	01/2007	Oct 22, 2020	Sep 20, 2024
STAVSKY, LISA FINKELSTEIN	DIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO	Na	yes	08/2019	Oct 22, 2020	Sep 20, 2024
WESBANCO INC.	Owner	E	yes	04/1999	Oct 22, 2020	Sep 20, 2024
WILSON, ROSE LYNN	CCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR	Na	yes	01/2016	Oct 22, 2020	Sep 20, 2024
ZATTA, JAY	Director	Na	yes	01/2023	Jan 31, 2023	Sep 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WESBANCO BANK, INC.	n/a	Asset manager	$893M	N	yes	n/a
WESBANCO BANK	n/a	n/a	n/a	N	yes	n/a
WESBANCO INSURANCE SERVICES	n/a	n/a	n/a	N	yes	n/a
WESBANCO TRUST AND INVESTMENT SERVICES	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Wheeling	Wv	United States	3	yes
MOUNT WASHINGTON	Ky	United States	1	yes
Newport	Ky	United States	1	yes
Sheperdsville	Ky	United States	1	yes
Versailles	Ky	United States	1	yes
Cockeysville	Md	United States	1	yes
Columbus	Oh	United States	1	yes
Columbus	Oh	United States	1	yes
Ironton	Oh	United States	1	yes
Jackson	Oh	United States	1	yes
Powell	Oh	United States	1	yes
ST CLAIRSVILLE	Oh	United States	1	yes
Carnegie	Pa	United States	1	yes
Pittsburgh	Pa	United States	1	yes
Zelienople	Pa	United States	1	yes
Charleston	Wv	United States	1	yes
Clarksburg	Wv	United States	1	yes
Morgantown	Wv	United States	1	yes
Parkersburg	Wv	United States	1	yes
Sissonville	Wv	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$286M	$182M	110	42	20	n/a	n/a
2024	Mar 21, 2025	$166M	$87.9M	100	28	20	n/a	n/a
2023	Mar 28, 2024	$133M	$86.6M	103	23	20	n/a	n/a
2022	Mar 28, 2023	$131M	$76.4M	101	26	20	n/a	n/a
2021	Mar 31, 2022	$150M	$78.7M	115	27	19	n/a	n/a
2020	Mar 31, 2021	$128M	$68.1M	127	18	19	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
5	4	1	7.8%	1	1	0	21	7

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$286M	$166M	71.7%	$131M	29.7%	110	100	20	20

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Sep 3, 2025	Sep 3, 2025	SAN DIEGO, CA	Team lift out	Ibd to ibd	0.0%
LPL FINANCIAL LLC	5	Sep 3, 2025	Sep 3, 2025	STRUTHERS, OH	Team lift out	Ibd to ibd	0.0%
PNC WEALTH MANAGEMENT	2	Nov 1, 2018	Nov 30, 2018	PROSPECT, KY	Team lift out	Ibd to ibd	0.2%

Relationships

showing 80 of 102

Registered with (66)

← Wendell Anthony RoundsAdvisorregistration: current employment
Jul 31, 2026 to presentfactForm ADV
← Cullen Wesley DaltonAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← Michael MerkAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← Preston Daniel HallAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← Matthew Bennito D'AmicoAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← SETH SEBASTIAN HICKSAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← Carson KruegerAdvisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV
← JAMES ROBERT HERBERGERAdvisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← Dylan GongolaAdvisorregistration: current employment
Oct 21, 2025 to presentfactForm ADV
← Spencer Brian DolenceAdvisorregistration: current employment
Sep 5, 2025 to presentfactForm ADV
← Brent L BlausAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← ERIC S SPARLINGAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← CHRISTOPHER ALLEN EGLIAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← ROBERT J HYDEAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← JAY CHARLES DIASAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← BRIAN D TUSSINGAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← DAVID THOMAS ROBINSONAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← DANIEL BRADAICKAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← STEFAN LARS BRANNAREAdvisorregistration: current employment
Jun 12, 2025 to presentfactForm ADV
← Biswojit RebeiroAdvisorregistration: current employment
May 13, 2025 to presentfactForm ADV
← Janet Louise MorrisAdvisorregistration: current employment
May 2, 2025 to presentfactForm ADV
← Gregory Grant SimonsAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← SHARON J ALLERAdvisorregistration: current employment
Apr 17, 2024 to presentfactForm ADV
← RICKY TIMOTHY FISHERAdvisorregistration: current employment
Mar 25, 2024 to presentfactForm ADV
← Perry M ReynoldsAdvisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV
← Brooke Megan CarrollAdvisorregistration: current employment
May 8, 2023 to presentfactForm ADV
← Arthur HughesAdvisorregistration: current employment
Apr 18, 2023 to presentfactForm ADV
← Adam MorrisAdvisorregistration: current employment
Jun 10, 2022 to presentfactForm ADV
← CHRISTOPHER RUSSELL WALTERAdvisorregistration: current employment
Feb 8, 2022 to presentfactForm ADV
← JAMES LEROY CONNERAdvisorregistration: current employment
Jan 18, 2022 to presentfactForm ADV
and 36 more

Affiliated with (2)

→ WESBANCO INVESTMENT DEPARTMENTRegistered adviserother investment adviser, common control
factForm ADV
← WESBANCO INVESTMENT DEPARTMENTRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV

Moved with (1)

← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Sep 3, 2025 to Sep 3, 2025factForm ADV

Controls (10)

← STAVSKY, LISA FINKELSTEINOwnerDIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO, ownership code NA, individual
Oct 22, 2020 to Sep 20, 2024factForm ADV
← LOVE, SCOTT ALANOwnerDIRECTOR, ownership code NA, individual
Jan 31, 2023 to Sep 20, 2024factForm ADV
← WILSON, ROSE LYNNOwnerCCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR, ownership code NA, individual
Oct 22, 2020 to Sep 20, 2024factForm ADV
← BECKETT, BENJAMIN JOSEPHOwnerFINOP & OPERATIONS MANAGER, ownership code NA, individual
Oct 22, 2020 to Sep 20, 2024factForm ADV
← PERKINS, MICHAEL LOwnerDIRECTOR, ownership code NA, individual
Jan 31, 2023 to Sep 20, 2024factForm ADV
← JACKSON, JEFFOwnerDIRECTOR, ownership code NA, individual
Jan 31, 2023 to Sep 20, 2024factForm ADV
← ZATTA, JAYOwnerDIRECTOR, ownership code NA, individual
Jan 31, 2023 to Sep 20, 2024factForm ADV
← GARDILL, JAMES COwnerCOUNSEL, ownership code NA, individual
Oct 22, 2020 to Sep 20, 2024factForm ADV
← RICHMOND, BRENT EARLOwnerDIRECTOR, ownership code NA, individual
Oct 22, 2020 to Sep 20, 2024factForm ADV
← WESBANCO INC.OwnerOWNER, ownership code E, domestic entity
Oct 22, 2020 to Sep 20, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 10, 2026
Advisor changed firm
Kevin M Davis left Wesbanco Securities, Inc. for Fifth Third Securities, Inc. (registered 2026-07-14)
Form ADVobserved 5 days ago
Occurred
Apr 22, 2026
Advisor changed firm
Andrew J. Nothstine left Wesbanco Securities, Inc. for Key Investment Services Llc (registered 2026-04-09)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2026
Regulatory AUM changed
Wesbanco Securities, Inc. reported RAUM $285.9M, up 72% from $166.5M (2025-11-03 to 2026-03-31)
Form ADVobserved 5 days ago
$119M
Occurred
Feb 2, 2026
Advisor changed firm
Zachary Ryan Bailey left Wesbanco Securities, Inc. for Lpl Financial Llc (registered 2026-01-12)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2026
Advisor changed firm
Kirk Douglas Michel left Wesbanco Securities, Inc. for Thrivent Investment Management Inc. (registered 2026-02-11)
Form ADVobserved 5 days ago
Occurred
Sep 3, 2025
Team lift-out
6 advisors left LPL Financial LLC (Lisbon, OH) for Wesbanco Securities, Inc. on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Sep 3, 2025
Team lift-out
2 advisors left LPL Financial LLC (San Diego, CA) for Wesbanco Securities, Inc. on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
May 23, 2025
Advisor changed firm
Tyler Landon Williams left Wesbanco Securities, Inc. for Lpl Financial Llc (registered 2025-05-02)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2025
Advisor changed firm
Michael Ray Schneider left Wesbanco Securities, Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-01-10)
Form ADVobserved 5 days ago
Occurred
Nov 5, 2024
Advisor changed firm
Christopher Brian Vassilo left Wesbanco Securities, Inc. for Lpl Financial Llc (registered 2025-02-03)
Form ADVobserved 5 days ago
Occurred
May 10, 2023
Advisor changed firm
Edward Alexander Kingery left Wesbanco Securities, Inc. for Cetera Investment Advisers Llc (registered 2023-04-28)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2023
Advisor changed firm
James Adam Tracy left Wesbanco Securities, Inc. for U.S. Bancorp Investments, Inc. (registered 2023-04-10)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2023
Control person left
Jonathan Douglas Dargusch (Ceo & Director) no longer on Schedule A of Wesbanco Securities, Inc. (listed 2022-03-31, absent 2023-01-31)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2023
Control person joined
Michael L Perkins (Director) appeared on Schedule A of Wesbanco Securities, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 31, 2023
Control person joined
Jay Zatta (Director) appeared on Schedule A of Wesbanco Securities, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 31, 2023
Control person joined
Jeff Jackson (Director) appeared on Schedule A of Wesbanco Securities, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 31, 2023
Control person joined
Scott Alan Love (Director) appeared on Schedule A of Wesbanco Securities, Inc.
Form ADVobserved 5 days ago
Occurred
Jul 8, 2022
Advisor changed firm
Robert Dale Bodnar left Wesbanco Securities, Inc. for Cetera Investment Advisers Llc (registered 2022-07-01)
Form ADVobserved 5 days ago
Occurred
Oct 22, 2020
First Form ADV filing
Wesbanco Securities, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2021
Wesbanco Securities, Inc. reported 35 state-registered advisory representatives, up from 24 (2021-02-01 to 2021-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae94b768-d2c1-cb07-924a-4849c839187b
First observed: Oct 22, 2020
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WESBANCO SECURITIES, INC.

CRD 43276

ST CLAIRSVILLE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae94b768-d2c1-cb07-924a-4849c839187b

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HOWARD JOSEPH BERTRAM

Certified Financial Planner|Chartered Financial Consultant

yes

DEBRA LYNN GORDON

n/a

yes

VICKI LYNN WILEY

n/a

Moundsville, WV | Shadyside, OH | New Martinsville, WV | WHEELING, WV

yes

PAUL DOUGLAS CURNES

n/a

yes

JAMES EBON STARCHER

n/a

Beaver Falls, PA | WASHINGTON, PA | WHEELING, WV | Canonsburg, PA

yes

ROSE LYNN WILSON

n/a

PARKERSBURG, WV | ST CLAIRSVILLE, OH | WHEELING, WV

yes

DAVID ROBERT MCGINLEY

n/a

New Castle, PA | WHEELING, WV | ZELIENOPLE, PA | Beaver, PA

yes

SHERRI LYNN Sharpe

n/a

yes

DAVID ALAN REYNOLDS

n/a

Elizabethtown, KY | WHEELING, WV | Newport, KY | Frankfort, KY | Sheperdsville, KY

yes

Abbie Sophia Talbert

n/a

WHEELING, WV | St. Clairsville, OH | ST CLAIRSVILLE, OH | Woodsfield, OH

n/a

yes

KAREN QUINN WATSON

n/a

Sheperdsville, KY | Louisville, KY

yes

LISA FINKELSTEIN STAVSKY

n/a

WHEELING, WV | Bexley, OH

yes

CHAD L. LINO

n/a

Cranberry Township, PA | Wexford, PA | Pittsburgh, PA | WHEELING, WV | PITTSBURGH, PA

yes

SETH PERRY WHITE

n/a

WHEELING, WV

MICAH ABRAHAM SEEN

n/a

PARKERSBURG, WV

n/a

yes

LOREN JOSEPH GLASER

Certified Financial Planner

Bowie, MD | WHEELING, WV

yes

Vicki Ann Korinko

n/a

WHEELING, WV

n/a

yes

KELSIE R DUNBAR

n/a

n/a

yes

DREW ADAM ECKLUND

n/a

WHEELING, WV

yes

Robert Dummer

n/a

WHEELING, WV | Beaver, PA

yes

Jason Scott McFarland

n/a

PARKERSBURG, WV

yes

JAMES LEROY CONNER

n/a

PARKERSBURG, WV | Sissonville, WV

n/a

yes

CHRISTOPHER RUSSELL WALTER

n/a

WHEELING, WV | Clinton, MD

yes

Adam Morris

n/a

yes

Arthur Hughes

n/a

New Castle, PA | Ellwood City, PA | WHEELING, WV

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECKETT, BENJAMIN JOSEPH

FINOP & OPERATIONS MANAGER

yes

04/2014

Oct 22, 2020

Sep 20, 2024

GARDILL, JAMES C

Counsel

yes

10/2007

Oct 22, 2020

Sep 20, 2024

JACKSON, JEFF

Director

yes

01/2023

Jan 31, 2023

Sep 20, 2024

LOVE, SCOTT ALAN

Director

yes

01/2023

Jan 31, 2023

Sep 20, 2024

PERKINS, MICHAEL L

Director

yes

12/2022

Jan 31, 2023

Sep 20, 2024

RICHMOND, BRENT EARL

Director

yes

01/2007

Oct 22, 2020

Sep 20, 2024

STAVSKY, LISA FINKELSTEIN

DIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO

yes

08/2019

Oct 22, 2020

Sep 20, 2024

WESBANCO INC.

Owner

yes

04/1999

Oct 22, 2020

Sep 20, 2024

WILSON, ROSE LYNN

CCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR

yes

01/2016

Oct 22, 2020

Sep 20, 2024

ZATTA, JAY

Director

yes

01/2023

Jan 31, 2023

Sep 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WESBANCO BANK, INC.

n/a

Asset manager

$893M

yes

n/a

WESBANCO BANK

n/a

yes

n/a

WESBANCO INSURANCE SERVICES

n/a

yes

n/a

WESBANCO TRUST AND INVESTMENT SERVICES

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Wheeling

United States

yes

MOUNT WASHINGTON

United States

yes

Newport

United States

yes

Sheperdsville

United States

yes

Versailles

United States

yes

Cockeysville

United States

yes

Columbus

United States

yes

Columbus

United States

yes

Ironton

United States

yes

Jackson

United States

yes

Powell

United States

yes

ST CLAIRSVILLE

United States

yes

Carnegie

United States

yes

Pittsburgh

United States

yes

Zelienople

United States

yes

Charleston

United States

yes

Clarksburg

United States

yes

Morgantown

United States

yes

Parkersburg

United States

yes

Sissonville

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$286M

$182M

110

n/a

2024

Mar 21, 2025

$166M

$87.9M

100

n/a

2023

Mar 28, 2024

$133M

$86.6M

103

n/a

2022

Mar 28, 2023

$131M

$76.4M

101

n/a

2021

Mar 31, 2022

$150M

$78.7M

115

n/a

2020

Mar 31, 2021

$128M

$68.1M

127

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.8%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$286M

$166M

71.7%

$131M

29.7%

110

100

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Sep 3, 2025

SAN DIEGO, CA

Team lift out

Ibd to ibd

0.0%

LPL FINANCIAL LLC

Sep 3, 2025

STRUTHERS, OH

Team lift out

Ibd to ibd

0.0%

PNC WEALTH MANAGEMENT

Nov 1, 2018

Nov 30, 2018

PROSPECT, KY

Team lift out

Ibd to ibd

0.2%