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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-21 |
| UT | RA | APPROVED | 2026-08-03 |
| MN | RA | APPROVED | 2026-07-24 |
| NE | RA | APPROVED | 2026-02-26 |
| OK | RA | APPROVED | 2025-09-17 |
| NY | RA | APPROVED | 2025-06-02 |
| SC | RA | APPROVED | 2025-01-08 |
| NM | RA | APPROVED | 2024-10-30 |
| AR | RA | APPROVED | 2024-10-17 |
| PA | RA | APPROVED | 2024-09-27 |
| FL | RA | APPROVED | 2024-04-08 |
| GA | RA | APPROVED | 2024-03-11 |
| DE | RA | APPROVED | 2024-01-16 |
| AL | RA | APPROVED | 2024-01-11 |
| NC | RA | APPROVED | 2024-01-10 |
| VA | RA | APPROVED | 2024-01-10 |
| KS | RA | APPROVED | 2024-01-09 |
| LA | RA | APPROVED | 2024-01-09 |
| WA | RA | APPROVED | 2024-01-09 |
| NV | RA | APPROVED | 2023-10-05 |
| OR | RA | APPROVED | 2023-09-21 |
| AZ | RA | APPROVED | 2023-01-05 |
| WY | RA | APPROVED | 2022-10-12 |
| CO | RA | APPROVED | 2022-07-06 |
| CT | RA | APPROVED | 2022-07-06 |
| ID | RA | APPROVED | 2022-07-06 |
| MD | RA | APPROVED | 2022-07-06 |
| TX | RA | APPROVED | 2022-07-06 |
| CA | RA | APPROVED | 2022-07-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 08/2009 | Present |
| Securian Financial Services | St. Paul | MN | 08/2009 | Present |
| Tax And Financial | Newport Beach | CA | 08/2009 | Present |
| Valmark Securities, Inc. | Akron | OH | 06/2022 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2022 | Present |
Navigators Advisory Group; Irvine, CA; start 08/01/2023; Founder/CEO; Investment/Life Insurance and Financial Planning Firm; Oversees the running of the firm as well as meeting with clients and new prospects; investment related; 40+ hours; W2 and K1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
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