Aubrea Ryan

Current Employers

Employment History

• 12/2014 → 10/2019
  Ubs Financial Services Inc
  Hudson, OH
• 10/2019 → 05/2025
  Capfinancial Securities Llc
  Raleigh, NC
• 10/2019 → 05/2025
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 07/2025 → 09/2025
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2025 → 09/2025
  First Responders Financial Advisors
  Copley, OH
• 09/2025 → Present
  Valmark Securities, Inc.
  Akron, OH

Previous Registrations

• 2025-07-09 → 2025-09-19
  Planmember Securities Corporation
  Copley, OH
  Carpinteria, CA
• 2019-10-31 → 2025-05-27
  Captrust
  Uniontown, OH
• 2015-01-14 → 2019-10-24
  Ubs Financial Services Inc.
  Hudson, OH
• 2014-08-06 → 2014-10-30
  Citizens Securities, Inc.
  Northfield, OH
• 2009-10-29 → 2014-04-01
  Ubs Financial Services Inc.
  Fort Myers, FL

Other Businesses

1) W3 Wealth Management; 301 Springside Dr., Akron, OH 44333; RIA; Senior Registered Client Service Associate; Operational Support; YES Investment Related; Start Date 09/15/2025; Approximately 40+ hrs. per month; Salary through payroll./// 2) Ryan Handyman Services of Green; 1971 Birkdale Dr., Uniontown, OH 44685; Handyman; Authorized Signer; Just Authorized Signer on husband's handyman LLC; NOT Investment Related; Start Date 06/2020; Husband's business; Approximately 1-5 hrs. per month; Shared finances.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-22
• S63 Uniform Securities Agent State Law Examination
  2003-05-30

Other Names

• Aubrea Anne Mikolay
• Aubrea Anne Mikolay
• Aubrea Mikolay Ryan
• Aubrea Ryan