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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-05-24 |
Branch Locations
130 Springside Drive Suite 300, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Akron | Akron | OH | 08/2013 | Present |
| Valmark Securities, Inc. | Akron | OH | 04/2016 | Present |
| Valmark Advisers, Inc. | Akron | OH | 05/2016 | Present |
1) High Point Real Estate Group, 3473 Massillon Rd, Uniontown OH 44685 -Assist in buyer/seller transactions for real estate. The business is not investment related. Start date: 09/06/2022. I have no financial interest in the company. I will work 11-20 hours a week. This is not a client and will not be a conflict of interest. Compensation will be a percentage of the real estate transaction./// 2)Narrow Gate Custom Homes, LLC, 4574 Cynthia Drive, North Canton, OH 44720; New Construction/Contracting Services; owner, president; home building, renovations and holding company for rental properties; not investment related; started 08/01/2018; compensation through rental income or proceeds from house sales./// 3)Integrity Contracting & Development and its affiliated companies Integrity Contracting & Development, Integrity Contracting Services, and Integrity New Construction; 3163 S Jackson Blvd, Uniontown OH 44685; Sales Consultant; NOT Investment Related; Start Date 9/1/2022; Co-Owner, 25% interest in the company; Approximately 11-20 hrs. per month; Compensated 25% of the net income of the company, which will be paid out over time as condo units are developed and sold./// 4)BlazeBuild Construction Co LLC; North Canton OH; Managing Partner; 1/3 owner; Residential construction and remodeling; Land/property acquisition and sales; not investment related; Splitting of any profits related to the business.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-10 |
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