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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-11
  • FL RA
    APPROVED
    Since 2024-10-11

Branch Locations

2953 West Cypress Creek Road, Suite 200, Fort Lauderdale, FL 33309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2014 → 02/2019
    Rosina's Italian Bistro
    Jacksonville, FL
  • 02/2019 → 08/2021
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 06/2013 → 08/2018
    University Of North Florida
    Jacksonville, FL
  • 07/2024 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 07/2024 → Present
    Platinum Peak Advisors
    Fort Lauderdale, FL
  • 08/2023 → 06/2024
    Creative Financial Network
    Fort Lauderdale, FL
  • 09/2021 → 08/2023
    Unemployed
    Parkland, FL
  • 09/2024 → Present
    Akron, OH
Previous Registrations
  • 2021-03-22 → 2021-08-09
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

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.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-24
S63 Uniform Securities Agent State Law Examination 2019-05-13
  • S66 Uniform Combined State Law Examination
    2024-09-24
  • S63 Uniform Securities Agent State Law Examination
    2019-05-13
Other Names
  • Mikael Fernando Rodriguez
  • Mikael F Rodriguez
  • Mikael Fernando Rodriguez

View on SEC IAPD

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