DFX Intelligence
RIA Intelligence
Advisors
Advisors registered through United Brokerage Services Inc
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jonathan Eric Schnell dual registrant | United Brokerage Services Inc BD affiliated | Morgantown, Wv | Dec 23, 2025 | 19 y | 4 | 1 |
| Ami Lee Shaver dual registrant | United Brokerage Services Inc BD affiliated | Parkersburg, Wv | Feb 16, 1999 | 30 y | 0 | 2 |
| John Brewster Stevens dual registrant | United Brokerage Services Inc BD affiliated | Hagerstown, Md | Mar 7, 2019 | 35 y | 3 | 1 |
| A••• K••• S•••••• dual registrant | U••••• B•••••••• S••••••• I•• BD affiliated | Martinsburg, Wv | Aug 10, 2006 | 20 y | 0 | 5 |
| P•••• T••••••• W••••• dual registrant | U••••• B•••••••• S••••••• I•• BD affiliated | Martinsburg, Wv | Jan 4, 2013 | 15 y | 1 | 1 |
| C••••••••• N••• W••••••• dual registrant | U••••• B•••••••• S••••••• I•• BD affiliated | Washington, Nc | Mar 27, 2018 | 28 y | 2 | 6 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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56 advisors match.