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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-21 |
| IL | RA | APPROVED | 2025-03-12 |
| NV | RA | APPROVED | 2024-03-04 |
| MI | RA | APPROVED | 2023-05-01 |
| CA | RA | APPROVED | 2023-03-17 |
Branch Locations
One California Street, Suite 2500, San Francisco, CA 94111 • United States
One California Street, Suite 2500, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-12 |
| CA | RA | APPROVED | 2023-06-30 |
Branch Locations
One California Street, Suite 2500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Finanvcial Group, Llc | San Diego | CA | 08/2015 | 09/2022 |
| Valmark Securities, Inc. | Akron | OH | 03/2023 | Present |
| None | San Diego | CA | 09/2022 | 03/2023 |
| Valmark Advisers, Inc | Akron | OH | 03/2023 | Present |
1) BPM Wealth Advisors; One California Street, Ste. 2500, San Francisco, CA 94111; Investment Advisor; Financial planner/ investment manager of the RIA; YES Investment Related; Start Date 6/6/2023; Approximately 40+ hrs. per month; Salary/bonus structure based on the growth of the RIA.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-29 |
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