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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-04 |
| CA | RA | APPROVED | 2026-01-05 |
| CO | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| MD | RA | APPROVED | 2026-01-05 |
| NJ | RA | APPROVED | 2026-01-05 |
| OK | RA | APPROVED | 2026-01-05 |
| RI | RA | APPROVED | 2026-01-05 |
| GA | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-01-03 |
| IN | RA | APPROVED | 2024-05-28 |
| NY | RA | APPROVED | 2024-05-28 |
| NC | RA | APPROVED | 2024-05-17 |
| CT | RA | APPROVED | 2024-05-14 |
| NH | RA | APPROVED | 2024-05-14 |
| PA | RA | APPROVED | 2024-05-14 |
| ME | RA | APPROVED | 2024-05-13 |
| VA | RA | APPROVED | 2024-05-13 |
| MA | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 02/2015 | 05/2024 |
| Mml Investors Services, Llc | Boston | MA | 06/2015 | 05/2024 |
| Valmark Advisers, Inc. | Akron | OH | 05/2024 | Present |
| Valmark Securities, Inc. | Akron | OH | 05/2024 | Present |
1.) Bush & Company Group Benefits Broker ; Bush & Company Salary / Draw ; 18 Shipyard Drive Hingham, MA/// 2.) Bush and Richey LLC; 18 Shipyard Dr, Hingham MA 02043; This is Jamie and my insurance and financial advisory business. We use this LLC to pay employees and vendors; Partner; Manager of the LLC; NOT investment related; 1-5 hour per month; no compensation./// 3.) Tempest Therapeutics, Inc. (TPST); 2000 Sierra Point Parkway Suite 400 Brisbane, CA 94005; start June 2026; Board position of clinical-stage oncology company; serve on the Company’s Audit, Compensation, and Nomination and Governance Committees; 6-10 hours/month; not investment related; no compensation./// 4.) Sow Your Seed Inc.; 127 Main St, Charlestown, MA 02129; This is the corporation, 100% owned by Drake Richey, that receives all commissions and fees from Valmark and pays payroll, office expenses, business expenses, etc.; President; sole director; YES Investment Related; Start Date 05/18/ 2026; 100% owner; Approximately 40+ hrs. per month; Compensation paid via W2 and distributions.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
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