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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-18 |
| VT | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2023-08-23 |
| SD | RA | APPROVED | 2023-01-23 |
| NY | RA | APPROVED | 2022-11-16 |
| MA | RA | APPROVED | 2022-02-15 |
Branch Locations
2227 Washington Street, Suite 303, Newton, MA 02462 • United States
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 |
|---|---|---|---|---|
| Longy School Of Music Of Bard College | Cambridge | MA | 09/2017 | Present |
| Neave Trio | Carlisle | MA | 09/2010 | Present |
| Uber | Boston | MA | 06/2016 | 05/2021 |
| Lyft | Boston | MA | 06/2016 | 05/2021 |
| Needham Public Schools | Needham | MA | 09/2018 | 09/2021 |
| Capital Formation Group | Wellesley | MA | 10/2021 | Present |
| Valmark Securities, Inc | Akron | OH | 12/2021 | Present |
| Valmark Advisers | Akron | OH | 01/2022 | Present |
1.) Neave Trio; Non-investment; 104 Hart Farm Rd., Carlisle MA 01741; Chamber Music ensemble./// 2.) Cellist; 09/2010; 40 hr/m; 2 hours/day; Performing/recording and rehearsing./// 3.) Longy School of Music of Bard college; Non-investment; Institution of higher learning; Faculty, Cello and Chamber Music/Artist in Residence; 10 hours/ month; 1 hour per day; Teaching cello and chamber music, performing faculty concerts./// 4.)DoorDash; 303 2nd St, Suite 800, San Francisco, CA 94107; delivery driver; NOT Investment related; Start date 12/2022; Approximately 21-40 hrs. per month; Paid per delivery./// 5.) Capital Formation Group; 62 Walnut St., Wellesley, MA 02481; Advisor; YES Investment Related; Start Date 3/1/2022; Approximately 21-40 hrs. per month; Salary./// 6.) Curry College; 1071 Blue Hill Ave, Milton MA 02186; Faculty; Teaching cello lessons; NOT Investment Related; Start Date 9/1/2022; Approximately 1-5 hrs. per month; Paid hourly wage./// 7.) Virginia Commonwealth University School of Arts; 325 N Harrison St #201, Richmond, VA 23284; Assistant Professor; Teaching Cello, Chamber Music and Music Courses; NOT Investment Related; Start Date 8/16/2023; Approximately 6-10 hrs. per month; Salaried position with bi-weekly payments.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-06 |
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