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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-29 |
| NM | RA | APPROVED | 2025-05-20 |
| MI | RA | APPROVED | 2023-12-05 |
| MN | RA | APPROVED | 2023-01-31 |
| IL | RA | APPROVED | 2022-08-26 |
| UT | RA | APPROVED | 2022-04-21 |
| ID | RA | APPROVED | 2021-11-16 |
| OR | RA | APPROVED | 2021-04-26 |
| NV | RA | APPROVED | 2021-04-07 |
| NC | RA | APPROVED | 2021-04-05 |
| NE | RA | APPROVED | 2020-10-07 |
| FL | RA | APPROVED | 2020-08-04 |
| NH | RA | APPROVED | 2020-07-01 |
| TX | RA | APPROVED_RES | 2019-08-21 |
| OH | RA | APPROVED | 2019-01-25 |
| MA | RA | APPROVED | 2017-07-07 |
| AZ | RA | APPROVED | 2017-06-15 |
| CA | RA | APPROVED | 2017-06-15 |
| PA | RA | APPROVED | 2017-06-15 |
| VA | RA | APPROVED | 2017-06-15 |
| WA | RA | APPROVED | 2017-06-15 |
Branch Locations
1403 N. Tustin Ave Ste 260, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O'NEill Company, Inc. | Tustin | CA | 06/2007 | Present |
| Valmark Securities, Inc. | Akron | OH | 07/2010 | Present |
| Valmark Advisers, Inc. | Akron | OH | 06/2017 | Present |
1) L2 Financial, Inc.; 17852 17th St, #201, Tustin, CA 92780; Managing Partner; Execute firm's business strategies (vision, values, and culture), manage financials, and oversee associates; YES Investment Related; Start Date 1/1/2023; 50% Ownership; Approximately 40+ hours per month; W-2 Income.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-12 |
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