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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-24 |
| OK | RA | APPROVED | 2026-06-24 |
| FL | RA | APPROVED | 2026-06-18 |
| NC | RA | APPROVED | 2026-06-17 |
| PA | RA | APPROVED | 2026-06-17 |
| NY | RA | APPROVED | 2026-06-16 |
| AZ | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED_RES | 2026-01-26 |
| CO | RA | APPROVED | 2025-10-20 |
| OR | RA | APPROVED | 2025-02-20 |
| CA | RA | APPROVED | 2022-07-05 |
Branch Locations
8855 Research Dr. Suite 200, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 12/2018 | Present |
| Minnesota Life | St. Paul | MN | 12/2018 | Present |
| Tax And Financial Group | Newport Beach | CA | 12/2018 | Present |
| Innovative Metal Industries | San Bernadino | CA | 10/2017 | 12/2018 |
| Air Care Ambulance Company | Carlsbad | CA | 03/2017 | 07/2017 |
| Pizza Port Brewing Company | Carlsbad | CA | 10/2015 | 08/2017 |
| Valmark Securities, Inc. | Akron | OH | 06/2022 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2022 | Present |
Navigators Advisory Group; Irvine, CA; start 08/01/2023; Financial Strategist; Investment/Life Insurance and Financial Planning Firm; Meeting with clients/prospects and implementing financial strategies; investment related; 40+ hours; W2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
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