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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
| OH | RA | APPROVED | 2023-01-27 |
Branch Locations
3401 Enterprise Pkwy Suite 340-343, Beachwood, OH 44122 • United States
8700 East Market Street Suite 7A, Warren, OH 44484 • United States
4308 Belmont Ave. Suite 2, Youngstown, OH 44505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 02/2017 |
| Northwestern Mutual Investment Services Llc | Canton | OH | 03/2016 | 12/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2017 | 12/2017 |
| Valmark Securities, Inc. | Akron | OH | 12/2017 | 01/2023 |
| Valmark Advisers, Inc. | Akron | OH | 01/2018 | 01/2023 |
| W3 Wealth Management, Llc | Akron | OH | 12/2017 | 01/2023 |
| W3 Wealth Advisors, Llc | Akron | OH | 03/2019 | 01/2023 |
| Tolmiros Financial Designs | Youngstown | OH | 01/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
Fixed insurance sales, Located in Warren, OH as of 1/27/2023, 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-13 |
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