Robert Lee Smallwood

Current Employers

Employment History

• 07/2004 → 02/2017
  Beard Financial Services, Inc.
  Youngstown, OH
• 07/2004 → Present
  Bps Pension Advisors, Inc
  Canfield, OH
• 01/2005 → Present
  Bps Wealth Advisors, Inc
  Canfield, OH
• 01/2017 → Present
  Valmark Securities, Inc.
  Akron, OH
• 02/2017 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1.) ROBERT L. SMALLWOOD,JR. CPA; 9504 CALLAWOODS DRIVE, CANFIELD, OH 44406; STARTED 07/2000; 2 HOURS PRE MONTH NOT DURING MARKET HOURS; ACCOUNTANT, TAX, BUSINESS CONSULTING; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; COMPENSATION PAID AS SERVICES ARE RENDERED./// 2.) BPS Pension Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 07/2004, 80 HOURS PER MONTH DURING MARKET HOURS; PENSION CONSULTANT/THIRD PARTY ADMINISTRATOR; NOT INVESTMENT RELATED; CLIENT INVOLVEMENT; OWNER CONSUTLANT; RUN DAY TO DAY OPS AS WELL AS HANDLE TPA SERVICES FOR CLIENTS./// 3.) BPS Wealth Advisors, Inc. 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 07/2004, 40 HOURS PER MONTH DURING MARKET HOURS.REGISTERED INVESTMENT ADVISOR FIRM; OWNER/IAR; CLIENT INVOLVEMENT; DAY TO DAY OPS AND ASSET MANAGEMENT; COMPENSATION PAID QUARTERLY./// 4.) ValMark Securities, Inc., 108 W. Western Reserve Road, Youngstown, OH 44514. 01/2017, 40 Hours per month during market hours. Registered Representative, Serve as a registered broker to clients. Compensation - A percentage of gross commissions earned./// 5.) ValMark Investment Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 02/2017, 0-1 Hour per month during market hours. Investment Advisor Representative, Serve as in investment advisor to clients; Compensation - A percentage of gross fees collected./// 6.) Executive Insurance Agency, Inc., 130 Springside Drive, Akron, Ohio 44333. 02/2017. 2 Hours per month during market hours.Insurance Agent, Insurance agent providing insurance product sales. Compensation - A percentage of gross insurance commissions collected.///

Exams

• S66 Uniform Combined State Law Examination
  2019-06-10
• S63 Uniform Securities Agent State Law Examination
  2004-11-30

Other Names

• Robert L. Smallwood
• Robert L Smallwood
• Robert L Smallwood
• Robert Lee Smallwood