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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-19 |
| WI | RA | APPROVED | 2025-03-17 |
| NE | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED_RES | 2023-06-27 |
| AZ | RA | APPROVED | 2022-08-04 |
| MN | RA | APPROVED | 2022-04-07 |
| FL | RA | APPROVED | 2022-01-26 |
| IL | RA | APPROVED | 2021-06-23 |
| IN | RA | APPROVED | 2021-04-13 |
| PA | RA | APPROVED | 2021-03-31 |
| NC | RA | APPROVED | 2021-02-10 |
| CA | RA | APPROVED | 2020-07-30 |
| OH | RA | APPROVED | 2020-07-07 |
| MI | RA | APPROVED | 2020-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Dublin | OH | 01/2017 | 05/2020 |
| Allstate Insurance Company | Farmington Hills | MI | 12/2014 | 12/2017 |
| Oracle Financial Solutions | Mason | MI | 05/2020 | Present |
1.) TUT, LLC, 140 E Ash St, Mason, MI 48854; Advisory through Valmark FG, LLC for tax purposes; Sole Owner; YES Investment Related; Start Date 7/2/2020; 40+ hrs. per month; Valmark commissions go to LLC and then pays me a salary & distributions taken /// 2.)Chelsea Ridge Homeowner's Association; Chelsea, MI; Board member of homeowners association; start 11/2022; not investment related; no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-08 |
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