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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-04-19 |
| CA | RA | APPROVED | 2023-03-27 |
Branch Locations
7595 Redwood Blvd. Suite 220, Novato, CA 94945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sisu Insurance | Novato | CA | 02/2007 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2015 | 12/2020 |
| Valmark Securities, Inc. | Akron | OH | 03/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 03/2023 | Present |
1.)The Frederick Gunn School; Washington, CT; Board member of Boarding School; start 05/2020; attend board meetings, alumni relations; not investment related; no compensation. /// 2.) ProVisors; Sherman Oak, CA; Group Leader - Larkspur I Group; Networking organization; lead a monthly networking event; start 11/2017; not investment related; no compensation./// 3.)Yetworth BGA; San Rafael, CA; broker; place insurance policies with insureds thought Yetworth; start 01/2015; not investment related; compensation is commissions from insurance policies sold./// 4.) The Krystalynn Group; 7595 Redwood Blvd., Suite 220, Novato, CA 94945; S-corp.; President/Owner; NOT Investment Related; Start Date 10/01/2013; My S corporation that processes my commissions; Approximately 21-40 hrs. per month; By owner draws./// 5.) Forum 400; Forum 400 is a life insurance non profit organization that supports life insurance producers with education and community; Board member; Board member duties for 3 years, learning about the organization, financials, managing speakers, sponsors for the annual and Forum Max meetings; NOT Investment Related; Start Date 01/24/2026; Approximately 1-5 hrs. per month; There is no compensation. The organization will cover one night costs of hotel rooms during the Annual meeting each year.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-18 |
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
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