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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-28 |
| SC | RA | APPROVED | 2026-06-25 |
| NC | RA | APPROVED | 2026-03-26 |
| FL | RA | APPROVED | 2025-03-07 |
| PA | RA | APPROVED | 2022-08-31 |
| OH | RA | APPROVED | 2021-11-04 |
Branch Locations
710 B South Main Street, Mt. Vernon, OH 43050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roosters | Newark | OH | 04/2015 | 06/2017 |
| Francescas Botique | University Heights | OH | 02/2017 | 05/2019 |
| John Carroll University | University Heights | OH | 06/2016 | 06/2020 |
| Novogradac And Co. | Cleveland | OH | 01/2019 | 04/2019 |
| Spearman Financial Services | Mount Vernon | OH | 08/2021 | Present |
| University Of Notre Dame | South Bend | IN | 06/2020 | 08/2021 |
| Valmark Securities, Inc. | Akron | OH | 08/2021 | Present |
1) Spearman Financial Services; 710 S Main St. B Mount Vernon, OH 43050; Salaried Employee; YES Investment Related; Start date 08/01/2021; Approximately 40+ hrs. per month; compensated by salary./// 2) AmSpirit Business Connections, Knox Networking Chapter; Post Office Box 30724, Columbus, Ohio 43230, Meeting Location: 110 Coshocton Rd Suite A,, Mount Vernon, Ohio 43050;Networking/referral group; President; Facilitate weekly meetings and manage weekly presenter schedule; NOT Investment Related; Start Date 01/01/2025; Approximately 1-5 hrs. per month; No compensation.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-03 |
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