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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
| DC | RA | APPROVED | 2026-04-22 |
| GA | RA | APPROVED | 2026-03-18 |
| NM | RA | APPROVED | 2026-03-18 |
| CT | RA | APPROVED | 2026-03-17 |
| MN | RA | APPROVED | 2026-03-17 |
| NJ | RA | APPROVED | 2026-03-17 |
| NY | RA | APPROVED | 2026-03-17 |
| NC | RA | APPROVED | 2026-03-17 |
| PA | RA | APPROVED | 2026-03-17 |
| SC | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-17 |
| VA | RA | APPROVED | 2026-03-17 |
| WI | RA | APPROVED | 2026-02-09 |
| CO | RA | APPROVED | 2026-02-06 |
| FL | RA | APPROVED | 2023-06-02 |
Branch Locations
7700 Congress Avenue Suite 3211, Boca Raton, FL 33487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities | Akron | OH | 09/2015 | 06/2018 |
| Wealth Impact Advisors | Akron | OH | 06/2017 | 06/2018 |
| Lpl Financial, Llc | Denver | CO | 07/2018 | 11/2021 |
| Rover | Akron And Denver | CO | 05/2018 | Present |
| Global Retirement Partners | Denver | CO | 09/2018 | 11/2021 |
| Valmark Securities, Inc. | Akron | OH | 05/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 05/2023 | Present |
1.)The Miller Financial Group; start 05/2023; Boca Raton, FL; Financial Advisory Firm; CFP Financial Advisor; investment related; 40+ hours; salaried position./// 2.) Rover; t's an app, no address; Dog walking, dog/house sitting; Dog/House Sitter; hang out, walk pups, & stay in owner's house while they're on vacation, etc.; NOT Investment Related; Start Date 2017; Approximately 1-5 hrs. per month; Compensated through Rover app and into my bank account after the stay./// 3.) AFMCFP, LLC; 18720 Cassandra Pointe Lane, Boca Raton, FL 33496; Just opened it in 2024 and have never put income through it yet; NOT Investment Related; Start Date 04/30/2024; Approximately 1-5 hrs. per month; No compensation.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
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