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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-02-08 |
| MA | RA | APPROVED | 2021-08-24 |
| NY | RA | APPROVED | 2021-04-06 |
| IL | RA | APPROVED | 2020-12-14 |
| GA | RA | APPROVED | 2020-02-11 |
| IA | RA | APPROVED | 2019-12-04 |
| PA | RA | APPROVED | 2019-12-04 |
| VA | RA | APPROVED | 2019-12-04 |
| FL | RA | APPROVED | 2018-10-05 |
| IN | RA | APPROVED | 2018-10-04 |
| KY | RA | APPROVED | 2018-10-04 |
| MI | RA | APPROVED | 2018-10-04 |
| WA | RA | APPROVED | 2018-10-03 |
| OH | RA | APPROVED | 2018-09-27 |
Branch Locations
4605 E. Galbraith Road Suite 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 05/2008 | Present |
| Valmark Securities, Inc. | Akron | ND | 09/2018 | Present |
| Valmark Advisers, Inc. | Akron | OH | 09/2018 | Present |
1) Business Ownership; Bigfoot Business Management; 11145 Reading Road, Sharonville, OH 45241; President; Business Management; not investment related; started 10/2010; no client involvement; used to handle the business management of my financial advisory practice; Compensation-W-2 and to me; 1099 goes to Bigfoot/// 2)Ohio Valley Princeton Association; Local alumni association; 501c3; not investment related; started 08/2009; President, Association chair; client involvement-I have clients that are also part of the OVPA; I help throw parties, get togethers, events and an annual dinner. I also interview applicants to the university; no compensation/// 3) Dirigo Holdings, LLC, located at 17409 Bridgefarmer Blvd, Pflugerville, TX 78660 which is engaged in intellectual property ownership, patent prosecution coordination, corporate organization activities, and strategic planning related to the development and protection of intellectual property; CEO; YES Investment Related; Start Date 04/06/2026; 10% immediately vest equity stake in company; Approximately 21-40 hrs. per month; equity stake in the company and will be paid a nominal salary./// 4) Play in two bands: Within Tolerance and Noble Ghost; Play bass in a couple of bands; Bassist; Learn & play music; Not Investment Related; Start Date 01/01/2026; Approximately 6-10 hrs.per month; Get paid per gig or not at all.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-08 |
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