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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Able Regulatory Consultants, Llc | Copley | OH | 01/2005 | Present |
| Securities Service Network, Inc | Copley | OH | 05/2017 | 11/2020 |
| Ssn Advisory, Inc | Copley | OH | 06/2017 | 11/2020 |
| Valmark Financial Group | Akron | OH | 12/2020 | Present |
1.) Able Regulatory Consultants, LLC ; Copley, OH; President; Financial Professional, Investment Advisory Practice Management and Consulting; provide advice to financial professionals; investment related; Clients pay annual subscription fees or hourly/fixed negotiated fees for project related requests. /// 2.) Rental Property; Knoxville, TN; Owner of home; not investment related; 1-5 hours/month; Renters pay monthly rent for staying in home.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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