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3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-07 |
| TX | RA | APPROVED | 2018-11-29 |
| OH | RA | APPROVED | 2003-02-24 |
Branch Locations
3701 Boardman - Canfield Rd. Suite 1 , Oh, Canfield, OH 44406 • United States
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-01-03 |
| SC | RA | APPROVED | 2019-01-03 |
| OH | RA | APPROVED | 2017-02-01 |
Branch Locations
3701 Boardman-Canfield Rd Suite 1, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bps Pension Advisors, Inc. | Canfield | OH | 10/1998 | Present |
| Beard Financial Services, Inc | Youngstown | OH | 02/2001 | 02/2017 |
| Bps Wealth Advisors, Inc. | Canfield | OH | 10/1998 | Present |
| Valmark Securities, Inc. | Akron | OH | 01/2017 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2017 | Present |
1)BPS Pension Advisors, Inc.; 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 10/1998, 87 HOURS PER MONTH DURING MARKET HOURS. 2) PENSION CONSULTANT/THIRD PARTY ADMINSTRATOR FIRM/ VICE PRESIDENT/SINCE 09/1998. NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; SERVE AS PENSION PLAN CONSULTANT AND ADMINSTRATOR; COMPENSATION-A PERCENTAGE OF REVEUE GENERATED./// 3) BPS Wealth Advisors, Inc. 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 10/1998, 32 HOURS PER MONTH DURING MARKET HOURS; REGISTERED INVESTMENT ADVISOR/REPRESENTATIVE. INVESTMENT RELATED; CLIENT INVOLVEMENT; SERVE AS REGISTERED INVESTMENT ADVISOR AND CONSULTANT MEETING WITH CLIENTS TO DETERMINE THEIR RISK TOLERANCE AND SELECTING INVESTMENT PORTFOLIOS ACCORDINGLY; MANAGEMENT FEES PAID QUARTERLY. 4)ValMark Securities, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 01/2017, 32 Hours per month during market hours; Registered Representative, Serve as a registered broker to clients. Compensation - A percentage of gross commissions earned. ValMark Investment Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 02/2017, 8 Hours per month during market hours. Investment Advisor Representative, Serve as in investment advisor to clients; Compensation - A percentage of gross fees collected. Executive Insurance Agency, Inc., 130 Springside Drive, Akron, Ohio 44333. 02/2017. 1 Hour per month during market hours. Insurance Agent, Insurance agent providing insurance product sales. Compensation - A percentage of gross insurance commissions collected. 5) Rental Income from 2nd home in FL; NOT Investment Related, 9/1/2019 Start Date; Owner; approximate 1-5 hrs per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-05 |
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