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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-17 |
| AZ | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2023-11-16 |
| DC | RA | APPROVED | 2023-11-01 |
| KY | RA | APPROVED | 2023-11-01 |
| MD | RA | APPROVED | 2023-11-01 |
| MI | RA | APPROVED | 2023-11-01 |
| SC | RA | APPROVED | 2023-11-01 |
| WA | RA | APPROVED | 2023-02-01 |
| NJ | RA | APPROVED | 2022-06-08 |
| NY | RA | APPROVED | 2021-04-06 |
| IA | RA | APPROVED | 2020-10-14 |
| OH | RA | APPROVED | 2019-12-06 |
| IL | RA | APPROVED | 2019-04-09 |
| CA | RA | APPROVED | 2019-03-06 |
| VA | RA | APPROVED | 2018-06-04 |
| MN | RA | APPROVED | 2017-12-04 |
| GA | RA | APPROVED | 2016-09-22 |
| CT | RA | APPROVED | 2014-06-19 |
| PA | RA | APPROVED | 2013-07-22 |
| NC | RA | APPROVED | 2010-01-04 |
| FL | RA | APPROVED | 1999-06-22 |
Branch Locations
7284 W. Palmetto Park Rd. #206, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matrix Financial Group | Boca Raton | FL | 08/1994 | Present |
| Minnesota Mutual | St Paul | MN | 08/1995 | Present |
| Valmark Securities, Inc. | Boca Raton | FL | 01/1999 | Present |
| Valmark Advisers, Inc. | Boca Raton | FL | 06/1999 | Present |
1.FEES FOR ACCOUNTING SERVICES. THIS IS NOT INVESTMENT-RELATED./// 2. INSURANCE COMMISSIONS AND TRAILS ON LIFE INSURANCE, LONG-TERM CARE AND DISABILITY./// 3.ADVISORY (RIA) FEES. 4.W-2 EMPLOYMENT/SALARY FROM MATRIX FINANCIAL GROUP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-24 |
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