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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-06 |
| TX | RA | APPROVED | 2022-07-06 |
Branch Locations
9201 Camino Media Suite 230, Bakersfield, CA 93311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Bakersfield | CA | 01/2016 | 03/2017 |
| Valmark Securities, Inc. | Akron | OH | 03/2017 | 07/2022 |
| Valmark Advisers, Inc. | Akron | OH | 03/2017 | 07/2022 |
| Ubs | Bakersfield | CA | 07/2022 | Present |
1) Boys and Girls Club of Kern County, 801 Niles St., Bakersfield, CA 93305; non profit; not investment related; started 06/2015; board of directors; no client involvement; vote on club issues; no compensation///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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