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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-25 |
| MN | RA | APPROVED | 2023-10-18 |
| WA | RA | APPROVED | 2023-04-21 |
| DE | RA | APPROVED | 2022-11-09 |
| FL | RA | APPROVED | 2022-04-28 |
| CA | RA | APPROVED | 2022-04-04 |
| LA | RA | APPROVED | 2022-03-16 |
| GA | RA | APPROVED | 2020-01-03 |
| NC | RA | APPROVED | 2019-12-05 |
| SC | RA | APPROVED | 2019-12-05 |
| TX | RA | APPROVED_RES | 2019-12-05 |
| AL | RA | APPROVED | 2019-12-04 |
| AZ | RA | APPROVED | 2018-10-02 |
| OR | RA | APPROVED | 2018-10-01 |
| IN | RA | APPROVED | 2018-09-27 |
| KY | RA | APPROVED | 2018-09-27 |
| 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 | 03/2012 | 09/2018 |
| Valmark Securities, Inc | Akron | OH | 09/2018 | Present |
1) Legend Hills HOA, 3903 Brigadoon Drive, Cincinnati, OH 45255; Home Owners Association; not investment related; started 02/2017; co-chair; no client involvement, collect dues and maintain budget for home owners association; no compensation/// 2) WWWestgang, LLC, 3870 Brigadoon Drive, Cincinnati, OH 45255; operating company; not investment related; started 02/2018; owner; no client involvement; manage P&L; Compensation-W2 through S Corp status; 1099/// 3) Executor; I am executor of Chris and Stacy Bergman estate in the event they pass away acting as a fiduciary for a non-client; no compensation///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-23 |
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