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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-11 |
| SC | RA | APPROVED | 2024-07-31 |
| WV | RA | APPROVED | 2024-02-12 |
| PA | RA | APPROVED | 2024-01-02 |
| IL | RA | APPROVED | 2019-11-11 |
| IN | RA | APPROVED | 2019-09-27 |
| WY | RA | APPROVED | 2018-04-19 |
| NJ | RA | APPROVED | 2017-12-22 |
| GA | RA | APPROVED | 2014-10-22 |
| MI | RA | APPROVED | 2014-05-05 |
| FL | RA | APPROVED | 2014-01-24 |
| OH | RA | APPROVED | 2012-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Henry Enterprises, Llc | Fairlawn | OH | 10/2006 | Present |
| Poitinger, Redmond, Lyons, Kura &Company | Fairlawn | OH | 08/2009 | 12/2016 |
| Valmark Advisers, Inc. | Akron | OH | 03/2012 | Present |
| Wealth Impact Advisors, Llc | Fairlawn | OH | 01/2017 | Present |
1.) J. HENRY ENTERPRISES, LLC-NON-INVESTMENT RELATED, MEDINA, OH; GENERAL COMPUTER NETWORKING/TROUBLE SHOOTING; PRESIDENT & OWNER, NO RELATIOSHIP WITH OTHER BUSINESS, APPROX. 1-5 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. DUTIES INCLUDE DAILY ACTIVITIES SUCH AS COMPUTER TROUBLE SHOOTING AND NETWORKING, CLIENT RELATIONS, MARKETING AND OTHER TYPICAL SMALL BUSINESS MANAGEMENT RELATED ACTIVITIES; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT/// 2.)HOUK FINANCIAL, INC.; FAIRLAWN, OH 44333; CONSULTING/FINANCIAL SERVICES; INVESTMENT RELATED; STARTED 03/2013; 40+ HOURS PER MONTH, O DURING TRADING HOURS; NO CLIENT INVOLVEMENT; PRESIDENT & OWNER; HANDLE ALL DAY TO DAY OPERATIONS OF FINANCIAL SERVICES FIRM; COMPENSATION SALARY + SUB-S DISTRIBUTIONS./// 3.) Friends of Metro Parks; P.O. Box 13364, Fairlawn, OH 44334; 501(c)3 non-profit organization that supports & encourages public enjoyment of Summit County Metro Parks through community outreach, fundraising & advocacy; President & Secretary; Not Investment Related; start date 6/17/2020; 21-40 hrs. per month; No compensation. /// 4.) Fixed insurance, disability, long-term care sales with various insurance carriers; producer/agent; start 10/2017; not investment related; 1-5 hours/month; commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-16 |
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