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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-11 |
Branch Locations
2953 West Cypress Creek Road, Suite 200, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosina's Italian Bistro | Jacksonville | FL | 05/2014 | 02/2019 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 02/2019 | 08/2021 |
| University Of North Florida | Jacksonville | FL | 06/2013 | 08/2018 |
| Valmark Securities, Inc. | Akron | OH | 07/2024 | Present |
| Platinum Peak Advisors | Fort Lauderdale | FL | 07/2024 | Present |
| Creative Financial Network | Fort Lauderdale | FL | 08/2023 | 06/2024 |
| Unemployed | Parkland | FL | 09/2021 | 08/2023 |
| Valmark Advisers, Inc. | Akron | OH | 09/2024 | Present |
1.) Platinum Peak Advisors, LLC; start 07/2024; 2953 West Cypress Creek Rd. Suite 200 Fort Lauderdale, FL 33309; Financial Services; Associate Advisor; Servicing client accounts and assisting senior advisors with day to day activities.; investment related; >40 hours/ month; compensation to be paid in the form of salary and discretionary bonuses awarded by company's management.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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