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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-08
  • OH RA
    APPROVED
    Since 2024-01-08

Branch Locations

4605 E. Galbraith Road, Ste. 200, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Touchpoint Wealth Partners Cincinnati OH 03/2021 Present
N/A Columbus OH 08/2020 02/2021
Financial Planning Association Columbus OH 06/2020 07/2020
N/A Columbus OH 03/2020 06/2020
The Ohio State University - University Dining Services Columbus OH 02/2019 03/2020
The Ohio State University - University Dining Services Columbus OH 04/2018 03/2020
The Ohio State University - University Dining Services Columbus OH 03/2018 04/2018
The Ohio State University - University Dining Services Columbus OH 03/2017 03/2018
Raising Cane's Chicken Fingers Columbus OH 05/2018 07/2018
N/A Columbus OH 08/2016 05/2020
  • 03/2021 → Present
    Touchpoint Wealth Partners
    Cincinnati, OH
  • 08/2020 → 02/2021
    N/A
    Columbus, OH
  • 06/2020 → 07/2020
    Financial Planning Association
    Columbus, OH
  • 03/2020 → 06/2020
    N/A
    Columbus, OH
  • 02/2019 → 03/2020
    The Ohio State University - University Dining Services
    Columbus, OH
  • 04/2018 → 03/2020
    The Ohio State University - University Dining Services
    Columbus, OH
  • 03/2018 → 04/2018
    The Ohio State University - University Dining Services
    Columbus, OH
  • 03/2017 → 03/2018
    The Ohio State University - University Dining Services
    Columbus, OH
  • 05/2018 → 07/2018
    Raising Cane's Chicken Fingers
    Columbus, OH
  • 08/2016 → 05/2020
    N/A
    Columbus, OH
Other Businesses

1) TouchPoint Wealth Partners; 4605 East Galbraith Road, Ste. 200, Cincinnati, OH 45236; Paraplanner; Updating client data, building financial plans, insurance applications; YES Investment Related; Start Date 3/1/2021; Approximately 21-40 hrs. per month; Salary and bonus.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-22
  • S66 Uniform Combined State Law Examination
    2022-07-22
Designations
Other Names
  • Raymond Heizer
  • Raymond Heizer
  • Raymond Heizer,

View on SEC IAPD

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