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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-17 |
Branch Locations
8841 Research Drive, Ste. 100, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omomo Tea Shoppe | Irvine | CA | 12/2018 | 04/2020 |
| Fdp Wealth Management | Irvine | CA | 07/2020 | 07/2021 |
| Fdp Wealth Management | Irvine | CA | 08/2021 | Present |
| Ruben S. Ayala High School | Chino Hills | CA | 08/2013 | 06/2017 |
| University Of California, Irvine | Irvine | CA | 09/2017 | 06/2021 |
| Valmark Advisers | Akron | OH | 09/2024 | Present |
| Valmark Securities, Inc. | Akron | OH | 06/2024 | Present |
1) FDP Wealth Management, LLC; 8841 Research Drive, Suite 100, Irvine, CA 92618; Finance; Account Manager & Associate Planner; Account management work for a portion of our clients. I began creating the financial plans for our clients about 2 years ago and began receiving bonus compensation on each plan completed beginning last year; Investment related; 1/2025; 11-20 hrs per month; Salary + bonus.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
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