Brent Lee Walker

Current Employers

Employment History

• 03/2015 → Present
  Rivertree Financial Planning
  Jackson, MS
• 04/2016 → 10/2021
  The Leaders Group Inc
  Littleton, CO
• 09/2012 → 01/2017
  Sowell Management Services
  Jackson, MS
• 10/2021 → Present
  Valmark Securities, Inc.
  Akron, OH
• 10/2021 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2017-01-19 → 2021-10-18
  Tlg Advisors, Inc.
  Jackson, MS
  Summit, NJ
• 2012-09-07 → 2017-01-19
  Sowell Management
  North Little Rock, AR
• 2011-01-06 → 2012-08-02
  Collateral Financial Advisors, Llc
  Birmingham, AL

Other Businesses

1.) CORNERSTONE FINANCIAL SERVICES - 9/1/2013 - 1940 Cooper Rd., Flowood, MS 39232 - Member, soliciting clients and prospects for insurance and investment services, fixed insurance, Not Invt Rel, 80 hrs/mo; 80 hrs/mo (during trading hours)./// 2.) Dream Properties NW, LLC; 04/2020; Brandon, MS; member; Land Development entity; no compensation./// 3.) Rivertree Financial Planning; 2630 Ridgewood Rd., Ste. C, Jackson, MS 39216; Partner/Co-Owner; Assist in growing the firm by adding new clients and servicing existing clients; Yes Investment Related; Approximately 21-40 hrs. per month; paid a guaranteed amount, then any additional compensation is based on production and profitability of the firm. /// 4.) Pops Place at Smith Lake; 302 Natchez Ct, Flowood, MS 39232; Family owned property at Smith Lake that we rent out; Member; Help with decision making for the property; Not Investment Related; Start Date 04/2022; My siblings and I have equal ownership. 25% each; Approximately 1-5 hrs. per month; If the entity turns a profit from rental income, profits are distributed based on ownership.///

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-05-24
• S65 Uniform Investment Adviser Law Examination
  2010-12-22