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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-18 |
| SC | RA | APPROVED | 2025-07-24 |
| AR | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2022-01-27 |
| GA | RA | APPROVED | 2021-10-19 |
| LA | RA | APPROVED | 2021-10-19 |
| AL | RA | APPROVED | 2021-10-18 |
Branch Locations
2630 Ridgewood Road, Suite C, Jackson, MS 39216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sowell Management Svcs | Jackson | MS | 07/2012 | 04/2017 |
| The Leaders Group, Inc. | Littleton | CO | 08/2013 | 10/2021 |
| Rivertree Financial Planning | Jackson | MS | 08/2013 | Present |
| Valmark Securities, Inc. | Akron | OH | 10/2021 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2021 | Present |
1.) LEINSTER FINANCIAL INC - 6/13/2012 - Present. 2630 Ridgewood Road, Suite C Jackson, MS 39216. President - I serve clients as a financial advisor and may handle investment advisory, securities and insurance related products. Invt Rel, 80 hrs/wk; ( 30 hrs/wk during trading hours)./// 2.) INSURANCE SOLUTIONS GROUP, INC. - 3/1/2004 - Present. 800 Woodlands Parkway, Suite 203, Ridgeland, MS 39157. Independent Contractor - I develop, implement and maintain life insurance policies and programs for clients. Non-variable insurance only, Not Invt Rel, 15 hrs/mo; 0 hrs/mo (during trading hours)./// 3.) INSURANCE CONSULTING GROUP - 6/1/2005 - Present. 4735 Spottswood Avenue, Suite 204 Memphis, TN 38117 - Independent Contractor - I develop, implement and maintain group health insurance policies and programs for clients. Non-variable insurance only, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours)./// 4.) ARBITRATION - 6/29/2011 - Present. 2630 Ridgewood Road, Suite C Jackson, MS 39216 - Non-Public Arbitrator - I may be selected to serve on an arbitration panel, hear evidence and render final binding decisions, FINRA non-public arbitrator, Not Invt Rel, 2 hrs/mo; 0 hrs/mo (during trading hours)./// 5.) Rivertree Financial Planning, LLC; Jackson, MS; Financial Advisory Practice; Partner; start 10/2019; investment related; 40+ hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-10 |
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