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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-23 |
| MI | RA | APPROVED | 2023-01-06 |
| VA | RA | APPROVED | 2022-05-18 |
| FL | RA | APPROVED | 2021-10-22 |
| NJ | RA | APPROVED | 2021-10-19 |
| AL | RA | APPROVED | 2021-10-18 |
| AR | RA | APPROVED | 2021-10-18 |
| KY | RA | APPROVED | 2021-10-18 |
| LA | RA | APPROVED | 2021-10-18 |
| MS | RA | APPROVED | 2021-10-18 |
| TX | 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 |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 08/2009 | 10/2021 |
| Rivertree Financial Planning, Llc | Jackson | MS | 05/2013 | Present |
| Valmark Securities, Inc. | Akron | OH | 10/2021 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2021 | Present |
1.) Marshall Financial Planning, LLC; Jackson, MS; Financial Planning; investment related; 100% owner of entity./// 2.)Rivertree Financial Planning, LLC; Jackson, MS; Financial Planning Services; start 01/2020; 1/3 owner of entity; investment related; +40 hours/month; Compensation is paid via partner draws./// 3.) GoldenCare/Integrity LTC Group; 10700 Old County Rd. 15, Ste 450 Plymouth, MN 55441; Agent; Fixed Insurance - Long-term care general agency; start 4/1/2025; Soliciting fixed long-term care insurance opportunities; NOT investment related; 1-5 hours per month; Commissions will be paid to my individual bank account.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-08 |
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