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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Akron | OH | 05/2019 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Akron | OH | 05/2019 | 07/2022 |
| Liberty National Life Insurance Co. | Columbus | OH | 07/2018 | 03/2019 |
| The Pnc Financial Services Group Inc | Akron | OH | 05/2018 | 07/2018 |
| The Three30 Group | Dover | OH | 09/2017 | 03/2018 |
| The Affinity Group & Custom Stark Homes | North Canton | OH | 08/2016 | 08/2017 |
| Unemployed | Canton | OH | 04/2019 | 04/2019 |
| Unemployed | Canton | OH | 04/2018 | 04/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2022 | 01/2025 |
| The Commercial And Savings Bankj | North Canton | OH | 08/2022 | Present |
| Cetera Investment Advisers Llc | Canton | OH | 12/2022 | 01/2025 |
| Valmark Securities, Inc. | Akron | OH | 02/2025 | Present |
| Valmark Financial Group | Akron | OH | 02/2025 | Present |
| Valmark Advisers | Akron | OH | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-10 |
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