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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-25 |
Branch Locations
4605 E. Galbraith Road, Ste. 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Chester | OH | 07/2023 | 02/2025 |
| Archers Tavern | Centerville | OH | 10/2017 | 08/2019 |
| Hisworkmanship | Dayton | OH | 04/2021 | 06/2023 |
| Northwestern Mutual | Beavercreek | OH | 01/2022 | 05/2022 |
| U.S. Army National Guard | Piqua | OH | 03/2019 | Present |
| Amazon | Wimington | OH | 11/2022 | 01/2023 |
| Centerville High School | Centerville | OH | 08/2014 | 05/2019 |
| Valmark Securities, Inc. | Akron | OH | 02/2025 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2025 | Present |
1) Ohio Army National Guard; 623 E Ash St Piqua, OH, 45356; Artillery Soldier; Artillery, Infantry; NOT Investment Related/ Start date: 03/27/2019: Approximately 11-20 hrs. per month; Direct Deposit.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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