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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-23 |
| IL | RA | APPROVED | 2025-05-20 |
| FL | RA | APPROVED | 2022-06-06 |
| NC | RA | APPROVED | 2022-05-18 |
| PA | RA | APPROVED | 2022-05-18 |
| DE | RA | APPROVED | 2022-03-18 |
| VA | RA | APPROVED | 2022-01-03 |
| MN | RA | APPROVED | 2019-03-05 |
| SC | RA | APPROVED | 2018-07-13 |
| OK | RA | APPROVED | 2015-06-16 |
| CO | RA | APPROVED | 2013-06-28 |
| CA | RA | APPROVED | 2010-03-03 |
| OH | RA | APPROVED | 2005-08-01 |
Branch Locations
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-11-14 |
Branch Locations
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Applied Financial Concepts | Richfield | OH | 06/2001 | Present |
| Valmark Securities, Inc. | Akron | OH | 01/2005 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2005 | Present |
| Wayne D. Minich & Company, Inc. | Richfiedl | OH | 06/2001 | Present |
1) I HAVE PLACED DISABILITY INSURANCE THROUGH BERKSHIRE LIFE INSURANCE COMPANY OF AMERICAN (GUARDIAN). RECEIVE COMMISSIONS AS LTC INSURANCE AGENT FOR HARDING AND HARDING./// 2) President -The Heritage Study Group, 4603 W. Streetsboro Road ,P.O. Box 472 Richfield, OH 44286. Prepare Governance agenda, run Governance meeting, collect membership dues, pay vendors, make policy proposals and long-range planning. 1-5 HOURS PER WEEK. I do not receive compensation. Started 1/01/2011./// 3) Midland National Life Insurance Company; 4350 Westown Pkwy, West Des Moines, IA 50266;Life Insurance - Term Conversion; Not Investment Related; 8/2/19 start date; 1-5 hours approximate per month, Commissions paid directly to Applied Financial Concepts from Midland./// 4) Chandler Commons Home Owners Association, Home owners association board of directions, VP of Grounds, Maintain common grounds within the neighborhood by working with contracted service providers (landscapers, tree removal, electricians, plumbers, etc.), started 2/1/21, not investment related, 6-10 hours per month, volunteer position, receives no compensation./// 5) Applied Financial Concepts, Inc.; 4603 W. Streetsboro Road, Richfield, OH 44286; President, Meet with clients to present, implement and review Financial Plan and Financial Planning items.; YES Investment Related; Start Date 06/2001; Owns 25% of the business; Approximately 40+ hrs. per month; W-2 wages.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-16 |
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