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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-02 |
| OH | RA | APPROVED | 2015-08-18 |
Branch Locations
13374 Ridge Road, North Royalton, OH 44133 • United States
Buena Vista, CO • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royalton Financial Group | North Royalton | OH | 05/2010 | Present |
| Lincoln Investment | North Royalton | OH | 06/2012 | Present |
VALUED CAPITAL ADVISORS POSITION: Financial Advisor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 100 START DATE: 05/16/2010 ADDRESS: 13374 Ridge Road, North Royalton OH 44133, United States DESCRIPTION: Service Client Accounts. VALUED CAPITAL ADVISORS POSITION: Insurance Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/16/2019 ADDRESS: 13374 Ridge Rd., Cleveland OH 44131, United States DESCRIPTION: Help people with life insurance TRAILS ADVISORY BOARD POSITION: Board Member; NATURE: Advisory Board for local trails INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2024 ADDRESS: 713 E. Main St., Buena Vista CO 81211, United States DESCRIPTION: Provide personal insight and opinion as a resident of the community. Help with new project proposals. Help with maintenance projects. Be part of the community. CHAMBER OF COMMERCE POSITION: Potential Board of Directors Candidate NATURE: Not for profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/31/2025 ADDRESS: 111 E. Main Street, Buena Vista CO 81211, United States DESCRIPTION: Be a board member and participate in the community. Creating a mission statement and ensuring implementation. Approval of human resource policies. Setting policy in order to oversee programmatic, administrative, fiscal, and legal functions of the organization. Establishing the qualification, authority, duties, and salary of the Executive Director and other staff members or contractors. Appointing, evaluating, and replacing the Executive Director and other staff members or contractors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-15 |
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