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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-20 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 02/2016 | 03/2017 |
| Resource Strategies | Pepper Pike | OH | 02/2016 | 03/2017 |
| Valmark Advisers, Inc. | Akron | OH | 03/2016 | 03/2017 |
| Wells Fargo Clearing Services Llc | Pepper Pike | OH | 07/2017 | 08/2022 |
| Unemployed | N/A | OH | 03/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 10/2022 | 11/2024 |
| Unemployed | Macedonia | OH | 09/2022 | 09/2022 |
| Raymond James & Associates, Inc | Westlake | OH | 11/2024 | Present |
POWER OF ATTORNEY FOR MOTHER-IN-LAW; INV. RELATED; TWINSBURG, OH; START DATE: 8/2021; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE OF MOTHER-IN-LAW'S TRUST; INV. RELATED; TWINSBURG, OH; START DATE: 8/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-18 |
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