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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-04-18 |
Branch Locations
4605 East Galbraith Road Suite 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 12/2015 | Present |
| Resonate, Inc | Cincinnati | OH | 05/2015 | 01/2019 |
| Valmark Advisers, Inc. | Akron | OH | 04/2017 | Present |
| Sassy Business Management, Inc. | Cincinnati | OH | 01/2019 | Present |
1.) TouchPoint Wealth Partners; 4605 East Galbraith Road, Ste. 200, Cincinnati, OH 45236; Investment Specialist / Trader; YES Investment Related; Start date 5/28/2015; Approximately 40+ hrs. per month; employee with salary and potential bonuses.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-26 |
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