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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-05-01
  • MA RA
    APPROVED
    Since 2024-05-01

Branch Locations

72 Taunton Street, Plainville, MA 02762 • 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
Stop & Shop Attleboro MA 11/2015 09/2016
Microgroup, Part Of Te Connectivity Medway MA 06/2017 09/2017
Microgroup, Part Of Te Connectivity Medway MA 10/2019 10/2020
Automotive Parts Services Lincoln RI 11/2014 02/2022
Wealth Impact Partners Needham MA 03/2021 12/2021
Trove Private Wealth Plainville MA 12/2021 Present
  • 11/2015 → 09/2016
    Stop & Shop
    Attleboro, MA
  • 06/2017 → 09/2017
    Microgroup, Part Of Te Connectivity
    Medway, MA
  • 10/2019 → 10/2020
    Microgroup, Part Of Te Connectivity
    Medway, MA
  • 11/2014 → 02/2022
    Automotive Parts Services
    Lincoln, RI
  • 03/2021 → 12/2021
    Wealth Impact Partners
    Needham, MA
  • 12/2021 → Present
    Trove Private Wealth
    Plainville, MA
Other Businesses

Trove Private Wealth; Plainville, MA; start 12/2021; Financial Planning & Planning Advisor; Create financial plans based off of advisor notes/recommendations; investment related; 40+ hours/month; Salary.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-13
  • S66 Uniform Combined State Law Examination
    2024-03-13

View on SEC IAPD

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