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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-07 |
| AL | RA | APPROVED | 2025-01-03 |
| FL | RA | APPROVED | 2023-02-21 |
| MA | RA | APPROVED | 2022-03-08 |
| TX | RA | APPROVED_RES | 2022-02-22 |
| IL | RA | APPROVED | 2022-01-03 |
| PA | RA | APPROVED | 2021-09-28 |
| NV | RA | APPROVED | 2021-01-21 |
| SC | RA | APPROVED | 2021-01-04 |
| NJ | RA | APPROVED | 2020-09-17 |
| GA | RA | APPROVED | 2020-02-11 |
| OH | RA | APPROVED | 2020-02-04 |
Branch Locations
1991 Crocker Rd Suite 440, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| River Financial Group | Westlake | OH | 08/2019 | 07/2026 |
| University Of Alabama | Tuscaloosa | AL | 08/2018 | 08/2019 |
| Sf Abogados | Barcelona | 05/2018 | 07/2018 | |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2018 |
| River Financial Group | Westlake | OH | 05/2017 | 08/2017 |
| University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2017 |
| Westlake Wealth Advisors | Westlake | OH | 07/2026 | Present |
| Valmark Securities | Akron | OH | 07/2019 | Present |
| Valmark Advisers | Akron | OH | 02/2020 | Present |
1. Hockey coach, Hudson City Schools, 2500 Hudson-Aurora rd. Hudson, OH 44236, coach the forwards of the Hudson High School hockey team, start date 11/1/2019, not investment related, 21-40 hours per month, receives compensation/// 2. Office Assistant, Dickens Enterprises, 70 W Streetsboro St. #101 Hudson, OH 44236, organize the office and maintain customer records, not investment related, started 01/2008, 21-40 hours per month, paid a monthly wage/// 3. Disability insurance sales; fixed commissions./// 4. BMD Financial Advisory INC; 1574 Rosewood Ave Lakewood, OH 44107; Advisory firm commissions flow through; Owner; YES Investment Related; Start Date 7/2020; Approximately 40+ hrs. per month; Commissions received flow through BMD Financial Advisory INC./// 5. 1574 Rosewood Realty LLC; 1574 Rosewood AVE Lakewood, OH 44107; Rental Property; Owner; Sole owner of LLC, rents property; NOT Investment Related; Start Date 2/14/2025; Approximately 1-5 hrs. per month; Rent is paid to the LLC./// 6. Westlake Wealth Advisors; start 07/2026; co-owner; responsible for the day to day duties of running a financial advisory practice along with partner Cole Condon; investment related; 50% owner; K-1 ; 40+ hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
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