Paul Anthony Rokosz

Current Employers

Employment History

• 04/2018 → Present
  Valmark Securities, Inc.
  Akron, OH
• 02/2013 → 03/2018
  Unemployed
  Milwaukee, WI
• 04/2018 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2006-01-30 → 2007-07-02
  Roxbury Capital Management Llc
  Minnetonka, MN

Other Businesses

1) Trove Private Wealth; 72 Taunton Street, Plainville, MA 02762; Wealth Manager; Financial planning, investment advisory, and insurance services; YES Investment Related; Start Date 4/2019; Approximately 40+ hrs. per month; Salary plus commissions and fees assigned to Trove on my behalf./// 2) Aurum Insurance Partners, LLC; 72 Taunton Street, Plainville, MA 02762; Life insurance design, placement, underwriting advocacy, and management, including sales, recalibration, policy management, replacement, and life settlement; Partner; Sales, marketing, policy design, underwriting, advocacy, and management through Valmark Securities and Executive Life Insurance (including Policy Management Company and other resources from Valmark); start 8/2025; investment related; 1-5 hrs. per month; Life insurance policy management fees and/or life insurance commissions.///

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-18

Designations

Other Names

• Paul A Rokosz