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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-14 |
| MN | RA | APPROVED | 2025-07-16 |
Branch Locations
One California Street Suite 2500, San Francisco, CA 94111 • United States
One California Street, Suite 2500, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-12 |
| CA | RA | APPROVED | 2025-08-12 |
Branch Locations
Alexandria, MN • United States
One California Street, Suite 2500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bpm Llp | San Francisco | CA | 03/2023 | Present |
| Indy Fuel Hockey Club | Fishers | IN | 08/2022 | 05/2024 |
| Driscoll Goalie School Llc | Alexandria | MN | 05/2024 | Present |
| University Of North Dakota | Grand Forks | ND | 08/2021 | 06/2022 |
| Bemidji State University | Bemidji | MN | 08/2017 | 06/2021 |
| Valmark Securities, Inc. | Akron | OH | 07/2025 | Present |
| Valmark Advisers | Akron | OH | 07/2025 | Present |
| St. Cloud State University | St. Cloud | MN | 08/2016 | 06/2017 |
| Bpm Wealth Advisors, Llc | San Francisco | CA | 06/2025 | Present |
1)Driscoll Goalie School LLC; Alexandria, MN; owner; single-member; start 05/2025; Ice Hockey goaltending instruction / consulting; not investment related; paid through 1099-s from contracting parties.// 2)BPM Wealth Advisors, LLC; RIA - Wealth Management; San Francisco, CA; Wealth Advisor; start 06/2026; investment related; work with clients on financial plans; 40+ hours/ month; compensation is salary and commissions.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-07 |
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