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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-11-15 |
| MI | RA | APPROVED | 2023-11-15 |
| SC | RA | APPROVED | 2023-11-15 |
| LA | RA | APPROVED | 2020-11-24 |
| CA | RA | APPROVED | 2014-11-19 |
| GA | RA | APPROVED | 2010-03-16 |
| NC | RA | APPROVED | 2009-10-12 |
| IN | RA | APPROVED | 2009-10-06 |
| OH | RA | APPROVED | 2009-03-06 |
Branch Locations
105 West 4Th Street Suite 314, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 03/2009 | Present |
| Valmark Advisers, Inc. | Akron | OH | 03/2009 | Present |
| Broadview Financial Advisors, Llc | Cincinnati | OH | 01/2015 | Present |
1) LIFE AND DISABLITY INSURANCE SALES/// Not Investment Related/ 5 hours per month./// 2) Broadview Holdings; 250 Grandview Drive, Suite 475, Fort Mitchell, KY 41017; Advisor/Shareholder; Work with clients on planning, investment and insurance advice; YES Investment Related; Start Date 7/2013; 35% Ownership; Approximately 40+ hrs. per month; W-2 Salary./// 3) Ascent Insurance Advisors; 250 Grandview Drive, Ste 270, Fort Mitchell, KY 41017; Managing Partner / Advisor; Working with clients and their advisors on life insurance opportunities; YES Investment Related; Start Date 1/2023; 35% ownership; Approximately 40+ hrs. per month; W-2 salary.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-17 |
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