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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royalton Financial Group | North Royalton | OH | 06/2009 | Present |
| Lincoln Investment | North Royalton | OH | 06/2012 | Present |
VALUED CAPITAL ADVISORS POSITION: ASSOCIATE PLANNER NATURE: INVESTMENT PLANNING AND INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 180 INVESTMENT RELATED HOURS: 180 START DATE: 07/01/2009 ADDRESS: 13374 RIDGE ROAD, NORTH ROYALTON OH 44133 DESCRIPTION: RESEARCH, MARKETING ACTIVITIES, MEETING PREPERATION, TECHNOLOGY ISSUES, IDEA GATHERING, PAPERWORK, WHOLESALER MEETINGS, ETC.
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