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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
| WI | RA | APPROVED | 2024-08-19 |
| NC | RA | APPROVED | 2023-11-15 |
| WA | RA | APPROVED | 2023-11-02 |
| CO | RA | APPROVED | 2023-10-31 |
| SD | RA | APPROVED | 2023-10-31 |
| UT | RA | APPROVED | 2023-09-06 |
| FL | RA | APPROVED | 2022-09-29 |
| MN | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED | 2022-09-12 |
Branch Locations
214 West Elm Street Po Box 664, Norwood, MN 55368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | St. Louis Park | MN | 04/2012 | 11/2019 |
| Prudential Advisors-Twin Cities Financial Group | St. Louis Park | MN | 04/2012 | 11/2019 |
| Avantax Investment Services, Inc. | Glencoe | MN | 11/2019 | 09/2022 |
| Avantax Advisory Services | Glencoe | MN | 11/2019 | 09/2022 |
| Avantax Insurance Agency, Llc | Glencoe | MN | 11/2019 | 09/2022 |
| Sls Inc. | Glencoe | MN | 11/2019 | Present |
| Valmark Securities, Inc. | Akron | OH | 09/2022 | Present |
| Valmark Advisers | Akron | OH | 09/2022 | Present |
SLS, Inc.; Glencoe, MN; start 11/2019 Tax Preparation/Accounting/Financial Services; Client Services/Marketing/Assist in Day to Day Operations; Partner; Not Investment Related; Approximately 20-40 hours/month; Salary.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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