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Detailed Report
Adam Mitchell Headley
CRD#: 7742345
IA
Investment Adviser
MCKINLEY CARTER WEALTH SERVICES, INC.CRD#: 135184 10050 Innovation Drive
Suite 140
Dayton, OH 45342
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct2026IAMCKINLEY CARTER WEALTH SERVICE... (CRD# 135184)2023 - Present (1 year)
License(s)

State Registrations

IA
Ohio 7/5/2023
Current Registration(s)
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MCKINLEY CARTER WEALTH SERVICES, INC. (CRD#:135184)
10050 Innovation Drive Suite 140, Dayton, OH 45342
Registered with this firm since 7/5/2023
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.