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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| DC | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| MN | RA | APPROVED | 2023-10-18 |
| DE | RA | APPROVED | 2022-11-17 |
| LA | RA | APPROVED | 2022-03-15 |
| ME | RA | APPROVED | 2022-03-04 |
| NY | RA | APPROVED | 2021-04-06 |
| ID | RA | APPROVED | 2020-09-16 |
| MT | RA | APPROVED | 2018-12-18 |
| NM | RA | APPROVED | 2018-12-18 |
| IA | RA | APPROVED | 2018-12-17 |
| WY | RA | APPROVED | 2018-12-17 |
| AZ | RA | APPROVED | 2018-10-23 |
| MA | RA | APPROVED | 2018-10-10 |
| MO | RA | APPROVED | 2018-10-02 |
| GA | RA | APPROVED | 2018-09-28 |
| AL | RA | APPROVED | 2018-09-27 |
| CT | RA | APPROVED | 2018-09-27 |
| IL | RA | APPROVED | 2018-09-27 |
| IN | RA | APPROVED | 2018-09-27 |
| NH | RA | APPROVED | 2018-09-27 |
| NC | RA | APPROVED | 2018-09-27 |
| OH | RA | APPROVED | 2018-09-27 |
| PA | RA | APPROVED | 2018-09-27 |
| TX | RA | APPROVED | 2018-09-27 |
| VA | RA | APPROVED | 2018-09-27 |
| WA | RA | APPROVED | 2018-09-27 |
Branch Locations
4605 E. Galbraith Road Suite 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 09/2005 | Present |
| Valmark Securities, Inc. | Akron | OH | 09/2018 | Present |
| Valmark Advisers, Inc. | Akron | OH | 09/2018 | Present |
1)Business Ownership; Sassy Business Management,Inc.; President; Cincinnati, OH 45236; Oct 2010; 60+ hours per month/ Jonya Enterprises. LLC; Member; Cincinnati, OH 45242; Investment Related; May 2012; 1-9 hours per month; 0 during trading hours/// 2)Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
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