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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-13 |
| AZ | RA | APPROVED | 2021-09-09 |
| CA | RA | APPROVED | 2021-08-27 |
| IN | RA | APPROVED | 2021-08-27 |
| MO | RA | APPROVED | 2021-08-27 |
| SC | RA | APPROVED | 2021-08-27 |
| WA | RA | APPROVED | 2021-08-27 |
| NY | RA | APPROVED | 2021-04-06 |
| MI | RA | APPROVED | 2021-02-08 |
| CO | RA | APPROVED | 2020-08-19 |
| DC | RA | APPROVED | 2020-06-01 |
| MN | RA | APPROVED | 2020-01-02 |
| MD | RA | APPROVED | 2018-09-05 |
| VA | RA | APPROVED | 2017-12-01 |
| FL | RA | APPROVED | 2017-08-28 |
| PA | RA | APPROVED | 2016-06-08 |
| KY | RA | APPROVED | 2013-03-28 |
| OH | RA | APPROVED | 2013-03-28 |
Branch Locations
211 Grandview Drive Suite 235, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus On Success | Fort Mitchell | KY | 07/2009 | Present |
| Valmark Securities, Inc. | Akron | OH | 04/2011 | Present |
| Valmark Advisers, Inc. | Akron | OH | 03/2013 | Present |
1.) Focus on Success, LLC; Ft. Mitchell, KY; President & CEO; 40+ hours/month// 2.) Ripple Wine Bar - O'Bryonville; 2000 Madison Road, Cincinnati, OH 45208; Investor; Board of Advisors as a 2.5% owner; NOT Investment Related; Start Date 8/11/2023; Approximately 1-5 hrs. per month; No compensation but will be a participant in any future profit//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-22 |
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