# UNITED BROKERAGE SERVICES, INC

UNITED BROKERAGE SERVICES, INC of PARKERSBURG, WV is an SEC-registered investment adviser.

## Registration

- CRD: 39062
- Type: SEC-registered investment adviser
- SEC file number: 801-80804
- Location: 514 MARKET STREET, PARKERSBURG, WV, 26101
- Phone: 888-424-6158
- Latest filing: 2026-04-10
- Regulatory AUM: $372.3M
- Non-discretionary AUM: $372.3M
- Clients: 95
- Accounts: 1,390

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Richard Matthew Jr Adams | CHAIRMAN OF THE BOARD/DIRECTOR | — |
| Ami Lee Shaver | DIRECTOR | — |
| Angie Marie Board | FINOP | — |
| Micheal Len Earl | CHIEF COMPLIANCE OFFICER | — |
| Julie Ritchie Gurtis | DIRECTOR | — |
| Matthew Lee Humphrey | CHIEF EXECUTIVE OFFICER/DIRECTOR | — |
| Thomas James Mudlaff | CHIEF OPERATIONS OFFICER | — |
| Frank Kevin Reynolds | DIRECTOR | — |
| Donald Frederick Mock | DIRECTOR | — |
| WILSON JAMIE LYNN | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ADAMS BYRON K JR | CHAIRMAN OF THE BOARD/DIRECTOR; PRESIDENT/DIRECTOR/CEO | — |
| MUDLAFF THOMAS JAMES | CHIEF OPERATIONS OFFICER | — |
| DAVIS CRAIG STEVEN | FINOP | — |
| REYNOLDS FRANK KEVIN | DIRECTOR | — |
| SMITH NANCY DAVIS | SENIOR VICE PRESIDENT/DIRECTOR | — |
| SHAVER AMI LEE | DIRECTOR; PRESIDENT DIRECTOR; SENIOR VICE PRESIDENT/DIRECTOR | — |
| GURTIS JULIE RITCHIE | DIRECTOR | — |
| COFFMAN STEPHEN LESLIE | SVP/DC SALES MANAGER | — |
| EARL MICHEAL LEN | CHIEF COMPLIANCE OFFICER | — |
| BURLEY RONALD BRADFORD | DIRECTOR | — |
| PROCTOR MICHAEL PATRICK | DIRECTOR | — |
| HUMPHREY LAURA LEE | CHIEF EXECUTIVE OFFICER/DIRECTOR; EXECUTIVE VICE PRESIDENT/DIRECTOR | — |
| Dennis Joseph Allen | CHIEF OPERATING OFFICER | — |
| BOARD ANGIE MARIE | FINOP | — |
| STULL MARK ALLEN | SALES MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/39062/brochure
- Similar advisers: https://search.stillhousedata.com/firm/39062/similar
- Related entities: https://search.stillhousedata.com/firm/39062/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/39062

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.