Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| OH | RA | APPROVED | 2020-07-30 |
Branch Locations
710 B South Main Street, Mt. Vernon, OH 43050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People's Bank Of Gambier | Mount Vernon | OH | 06/2017 | 12/2018 |
| First Knox National Bank | Mount Vernon | OH | 12/2018 | 05/2020 |
| Danville High School | Danville | OH | 05/2010 | 06/2017 |
| Valmark Advisers | Akron | OH | 07/2020 | Present |
| Valmark Securities | Akron | OH | 07/2020 | Present |
1) Spearman Financial Services; 710B South Main Street, Mount Vernon, OH 43050; Salaried Employee; YES Investment Related; Start date 07/01/2020; Approximately 40+ hrs. per month; Compensated by salary and percentage of compensation of business brought in./// 2) Knox County Career Center Advisory Board - College Business U; 306 Martinsburg Road, Mount Vernon, Ohio 43050; Volunteer time to help the teacher and students as needed; Board Member; Get updates on the curriculum/class. Help give ideas to make the class better and help make connections for the students in the community. Have to attend 2 advisory board meetings a year; NOT Investment Related; Start Date 10/1/2022; Approximately 1-5 hrs. per month; No Compensation./// 3) AmSpirit Business Connections; 110 Coshocton Ave. Suite A, Mt. Vernon, OH 43050; Local networking business chapter; Take attendance and call on officers for their reports. Then takes over for the president if they are absent; NOT Investment Related; Start Date 1/1/2024; Approximately 1-5 hrs. per month; Volunteer no compensation./// 4) Central Christian Church; 17833 Gambier Rd, Mt Vernon, OH 43050; Stewardship and oversight of the church's financial resources to support its congregation, mission, and ministry; Member of Church Finance Committee; Help with budget planning, financial management/procedure; NOT Investment Related; Start Date 07/14/2025; Approximately 1-5 hrs. per month; No Compensation./// 5) CES Credit Union Board; 1215 Yauger Rd, Mount Vernon, OH 43050; Board Member; Part of the group that is responsible for providing strategic leadership, ensuring financial stability, and maintaining legal compliance. We must attend meetings, review materials in advance, hire/supervise the CEO, act as ambassadors, and make decisions in the organization's best interest to advance its mission; Start 11/2025; NOT investment related; 1-5 hrs. per month; no compensation, volunteer.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-17 |
Reach out to this advisor