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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-24 |
| ID | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-20 |
| OR | RA | APPROVED | 2026-03-12 |
Branch Locations
550 Nw Franklin Ave. Suite 368, Bend, OR 97703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exemplar Wealth Advisors | Bend | OR | 05/2018 | Present |
| Bluebird Coffee Company | Bend | OR | 08/2015 | 04/2018 |
| Valmark Securities | Akron | OH | 03/2021 | Present |
| Valmark Advisers | Akron | OH | 03/2026 | Present |
1) Exemplar Wealth Advisors; Bend, OR; Financial Advisor; Start Date 05/2018; Investment rRlated; 40+ hours/ month; salary./// 2) Central Oregon Community College - Small Business Development Center; 2600 NW College Way, Bend OR 97703; Advisory Board Member; To advise, counsel and confer on the development of the annual and long-range plans and objectives, assist in the communication between the COCC-SBDC, small businesses, and small business-related organizations, provide advice and recommendations for effective and efficient counseling, training and resource referral programs; NOT Investment Related; Start Date 10/30/2025, Approximately 1-5 hrs. per month; No compensation - it is a volunteer position.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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