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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Financial Group | Akron | OH | 05/2022 | Present |
| Truist Bank | Bethesda | MD | 04/2005 | 04/2022 |
1) 59 Labs, Inc.; 7497 Brook Hollow Loop Rd, Park City, UT 84098; Leveraging technology and access to certain research materials created by legal and industry experts, 59 Labs, Inc. is an on-demand advanced markets platform built to help life insurance agents grow their expertise in advanced markets strategies and sales. The company delivers training and tools deigned to equip producers and home office personnel with key resources to help them identify, structure and close sophisticated planning opportunities; Consultant; Provide insight into the marketplace, topics needed, technical expertise and possible webinars for participants; NOT Investment Related; Start Date TBD; No Financial Interest at this time, However, in exchange for services, equity may be granted; Approximately 1-5 hrs. per month; no direct compensation shall be paid other than possible grant of restricted equity in company (to be determined, but less than 15%).///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
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