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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein | Seaucus | NJ | 06/2005 | 09/2019 |
| Alliancebernstein L.P. | New York | NY | 06/2005 | 09/2019 |
| Valmark Securities, Inc. | Akron | OH | 10/2024 | Present |
| Valmark Advisers Inc. | Akron | OH | 10/2024 | Present |
| Strickland Brothers | Strongsville | OH | 05/2020 | Present |
| Unemployed | N/A | OH | 09/2019 | 05/2020 |
| Omega Pensions Inc. | Cleveland | OH | 11/2024 | Present |
1.)Board Member; Rocky River Education Foundation-RREF; Rocky River, Ohio; start 09/2021; co-chair the donor development team.; purpose: enrich and provide added quality to the educational experience of the students attending the Rocky River City Schools; 1-5 hours/ month; no compensation./// 2.)Omega Pensions, Inc. ; Cleveland, OH ; administrative; start 11/2024; Third Party Administrator-TPA; Interact with clients on website usage and communication, providing support to their back-office employees. This role is not related to investments; 6-10 hours/ month; salary. ///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-27 |
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