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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank Na | Cleveland | OH | 05/2011 | 04/2018 |
| Key Investment Services Llc | Cleveland | OH | 06/2011 | 04/2018 |
| Long Road Risk Management Services, Llc | 130 Springside Dr. | OH | 04/2018 | Present |
| Valmark Securities, Inc. | Akron | OH | 04/2018 | Present |
| Valmark Advisers, Inc. | Akron | OH | 04/2018 | Present |
1.) CUNA Mutual Group, 5910 Mineral Point Rd, Madison, WI 53705; Sale of Pension Termination Annuity; YES Investment Related; 4/17/2020 Start Date; 1-5 hours per month; compensated from the placement of the annuity./// 2.) IVL Baseball & IVL Baseball Teams: 1669 West 130th Street, Building 5, Hinckley, OH 44233. Baseball/Softball training and club teams; NOT Investment Related; New effective date is 2/1/2026, although baseball/softball operations have continued since 7/2021; Co-Owner; Approximately 1-5 hours per month; Compensated by Profit Distributions./// 3.) Co-owner of the following sports training organizations: Swish 365 Canton, LLC, Swish 365 Holdings, LLC, and Swish 365 Franchise, LLC, not investment related; 1-5 hours/month; no client involvement; compensation is partnership distributions.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-13 |
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