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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sls, Inc. | Glencoe | MN | 01/2021 | 01/2026 |
| Liquibox | Lester Prairie | MN | 10/2014 | 01/2021 |
| Valmark Securities, Inc | Akron | OH | 10/2025 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2025 | Present |
| Sls, Inc. | Glencoe | MN | 01/2026 | Present |
1.) SLS, Inc.; Glencoe, MN; Financial Advisor; Tax Preparation/Accounting/Financial Services; Financial Services Operations Manager; Client Services/Marketing/Assist in day to day operations; investment related; 01/2026; 21-40 approximate hours per month; salary./// 2.) Glencoe Silver Lake Elementary PTO; 1621 16th St E Glencoe, MN 55336; organization supporting students and staff of the Glencoe Silver Lake elementary school K-6; Treasurer; Help organize fundraisers and plan events to raise funds to provide support for the elementary school and teachers, helps president track money in and out; Not Investment Related; Start Date 11/26/2025; Approximately 1-5 hrs. per month; There is no compensation, it is strictly volunteer.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
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