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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-14 |
| PA | RA | APPROVED | 2024-06-11 |
| LA | RA | APPROVED | 2024-01-09 |
| DC | RA | APPROVED | 2023-05-15 |
| NJ | RA | APPROVED | 2023-01-20 |
| NY | RA | APPROVED | 2023-01-03 |
| IN | RA | APPROVED | 2022-06-13 |
| OK | RA | APPROVED | 2019-09-16 |
| VA | RA | APPROVED | 2019-07-22 |
| FL | RA | APPROVED | 2019-07-15 |
| CO | RA | APPROVED | 2019-05-07 |
| GA | RA | APPROVED | 2019-04-10 |
| KS | RA | APPROVED | 2016-04-07 |
| CA | RA | APPROVED | 2012-02-17 |
| OH | RA | APPROVED | 2012-02-17 |
Branch Locations
1991 Crocker Rd Suite 440, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Westlake | OH | 02/2012 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2012 | Present |
1. SALE OF FIXED LIFE INSURANCE./// 2. Cole Condon Financial Group, LLC, 2035 Crocker Rd #103, Westlake, OH 44145; Fixed Annuity Sales; President; started 12/2017; investment related; I own 100% of the company; client involvement-Yes, I manage my own money with all accounts through Valmark Securities; The company I use for fixed annuities outside of ValMark pays me directly./// 3. River Financial Group; 2035 Crocker Rd. #103, Westlake, OH 44145; Financial Advisor; Financial Planning, Advisory, Securities and Insurance Brokerage; YES Investment Related; Start Date 01/2012; Approximately 40+ hrs. per month; 1099 income./// 4. WESTLAKE WEALTH ADVISORS LLC; 1991 CROCKER RD SUITE 440 WESTLAKE, OH 44145; WESTLAKE WEALTH ADVISORS IS A DBA FOR MYSELF AND BLAKE DICKENS. WE ARE 50/50 PARTNERS AND OUR OWNERSHIP IS THROUGH OUR INDIVIDUALLY OWNED ENTITIES ALREADY DISCLOSED. WE ARE USING THIS NEW ENTITY FOR MARKETING AND SHARING OF OVERHEAD. INCOME WILL FLOW THROUGH TO OUR INDIVIDUALLY OWNED ENTITIES AND PRIMARILY COME FROM VALMARK ENTITIES SUCH AS VALMARK ADVISERS, VALMARK SECURITIES, AND EXECUTIVE INSURANCE AGENCY; PARTNER; FINANCIAL PLANNING, INVESTMENT MANAGEMENT, AND INSURANCE SOLUTIONS; YES INVESTMENT RELATED; START DATE 03/11/2026; 50% OWNERSHIP; APPROXIMATELY 40+ HRS. PER MONTH; THIS NEW ENTITY IS FOR MARKETING AND OVERHEAD SHARING.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-23 |
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