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MC

Mary Beth Cheloha

NATIONWIDE FUND DISTRIBUTORS LLC
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 2326735
MC

Professional summary

Mary Beth Cheloha, who also goes by Mary Beth Cheloha, Marybeth Cheloha, Mary Beth Hird, is a registered financial professional currently at NATIONWIDE FUND DISTRIBUTORS LLC located in Columbus, Ohio.

Mary Beth is registered as a RR (Registered Representative) and started their career in finance in 1996. Mary Beth has worked at 6 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mary Beth Cheloha | Marybeth Cheloha | Mary Beth Hird

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mary Beth Cheloha's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 23, 2016 - Present

NATIONWIDE FUND DISTRIBUTORS LLC

Office #1: One Nationwide Plaza 1-18-102, Columbus, OH 43215
BD
CRD#: 25910
Columbus, OH
Past

January 29, 2019 - August 2, 2024

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

June 1, 2009 - August 8, 2016

MORGAN STANLEY

RIA
CRD#: 149777
WILMINGTON, DE
Past

June 1, 2009 - August 8, 2016

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

July 15, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WILMINGTON, DE
Past

April 10, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WILMINGTON, DE
Past

May 10, 2001 - February 25, 2002

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
BALA CYNWYD, PA
Past

November 25, 1996 - December 22, 2000

INVESTEC INC.

BD
CRD#: 18553
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(9/14/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/12/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/14/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/9/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/6/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NATIONWIDE FUND DISTRIBUTORS LLC
ALLIED GROUP MERCHANT BANKING CORPORATION | VILLANOVA DISTRIBUTION SERVICES, INC. | NATIONWIDE FUND DISTRIBUTORS LLC | GARTMORE DISTRIBUTION SERVICES, INC.

CRD#: 25910 / SEC#: , 8-42135

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
One Nationwide Plaza 1-18-102, Columbus, OH 43215
Mailing Address
One Nationwide Plaza 1-18-102, Columbus, OH 43215
Phone number
(614) 435-6278
Established
Delaware since 04/29/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
NFS DISTRIBUTORS INC.OWNER
BUTSON, HOLLY ANNCHIEF COMPLIANCE OFFICER724115
CUMMINGS, LELAND THOMASCHAIRMAN, DIRECTOR & PRESIDENT2523271
GINNAN, STEVEN A.MANAGER6984613
HAWLEY, CRAIG ALANMANAGER4499105
JESTICE, KEVIN THOMASMANAGER5363377
MONNIN, JENNIFER LYNNECHIEF MARKETING OFFICER3126618
RIMES, STEPHEN RANDOLPHVP, ASSOCIATE GENERAL COUNSEL AND ASSISTANT SECRETARY4138948
ROSWELL, EWAN THEODOREAVP, FINANCE CONTROLLERSHIP-NF AND FINOP3056545

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NATIONWIDE FUND DISTRIBUTORS LLC

CRD#: 25910Columbus, OH 43215

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