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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-25 |
Branch Locations
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Applied Financial Concepts, Inc | Richfield | OH | 11/2025 | Present |
| Doordash | Akron | OH | 09/2025 | Present |
| New York Life Insurance Company | Akron | OH | 06/2025 | 11/2025 |
| Unemployed | Akron | OH | 05/2025 | 06/2025 |
| Avery Dennison | Miamisburg | OH | 01/2023 | 05/2025 |
| The Office Of The Controller Of The Currency | Overland Park | KS | 06/2022 | 12/2022 |
| Avery Dennison | Painesville | OH | 03/2018 | 05/2022 |
| Classic Auto Group | Madison | OH | 12/2017 | 03/2018 |
| Wal-Mart | Eastlake | OH | 10/2016 | 12/2017 |
| Unemployed | Ashtabula | OH | 03/2016 | 10/2016 |
| Army National Guard | Chagrin Falls | OH | 10/2012 | 10/2018 |
| Valmark Securities | Akron | OH | 02/2026 | Present |
| Valmark Advisers | Akron | OH | 02/2026 | Present |
1.) DoorDash; Delivery Services; Delivery Driver; Pick up and deliver people's orders; not investment related; start 9/2025; 21-40hrs per month; Compensation is paid weekly to my bank account for the weeks that I DoorDash./// 2.) Allied Universal Event Services; 100 Alfred Lerner Way. Cleveland, OH 44114; Event Security; Provide security measures and maintain safety event safety for events around the Cleveland/Akron area; NOT investment related; start 04/2026; 21-40 hrs per month; Pay is weekly..///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
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