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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business & Estate Advisers Of Wi, Inc. | Rice Lake | WI | 04/2022 | Present |
| Chibardun Telephone Cooperative, Inc. Dba Mosaic Technologies | Cameron | WI | 08/2015 | 03/2022 |
| Valmark Securities | Akron | OH | 10/2025 | Present |
| Valmark Advisors | Akron | OH | 10/2025 | Present |
1.) Kiwanis Club of Rice Lake; start 01/2026; P.O. Box 229 Rice Lake, WI 54868; community service organization dedicated to causes that support youth initiatives including reading programs, scholarships, food for needy children; not investment related; 1-5 hours/month; no compensation.// NOTE: Treasurer role ended 09/30/2025 2.) Business & Estate Advisers of WI, Inc.; start 04/2022; 738 N. Wilson Avenue Rice Lake, WI 54868; Director of Operations; financial planning and advisor firm; investment related; over 40 hours/month; compensation paid as W2 income.// 3.) City Council member; City of Rice Lake, WI; start 04/2025; elected for 2 year term as common council representative; policy and decision making for a local municipality; Committee assignments include the Personnel Committee, Planning Commission, and Lake District board of directors; not investment related; 11-20 hours/month; monthly stipend compensation./
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
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