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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-06 |
| LA | RA | APPROVED | 2026-06-29 |
| GA | RA | APPROVED | 2026-06-26 |
| FL | RA | APPROVED | 2025-10-06 |
| MS | RA | APPROVED | 2025-07-21 |
Branch Locations
2630 Ridgewood Road, Suite C, Jackson, MS 39216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Ridgeland | MS | 05/2020 | 06/2025 |
| Biblical Counseling And Training Ministries | Ridgeland | MS | 02/2019 | 05/2020 |
| Trinity Presbyterian Church | Jackson | MS | 06/2016 | 01/2019 |
| Rivertree Financial Planning | Jackson | MS | 06/2025 | Present |
| Valmark Securities, Inc. | Akron | OH | 07/2025 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2025 | Present |
1.) Rivertree Financial Planning, LLC; 2630 Ridgewood Road, Ste. C, Jackson, MS 39216; Financial Advisory Business; Financial Advisor; I serve clients as a financial advisor and may handle investment advisory, securities and insurance related products; 06/2024; INVESTMENT RELATED; >40 hours per month; Paid a guaranteed amount with additional production-based compensation.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-03 |
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