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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-11 |
Branch Locations
44355 Premier Plaza, Ste. 200, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Instacart | Leesburg | VA | 05/2020 | 07/2024 |
| T'KIla Latin Kitchen And Bar | Lansdowne | VA | 03/2020 | 06/2020 |
| W3 Financial Group | Ashburn | VA | 05/2022 | 08/2022 |
| Homefix Custom Remodeling | Vienna | VA | 05/2021 | 08/2021 |
| W3 Financial Group | Ashburn | VA | 07/2024 | Present |
| Christopher Newport University | Newport News | VA | 09/2020 | 05/2023 |
| Christopher Newport University | Newport News | VA | 09/2023 | 05/2024 |
| Heritage High School | Leesburg | VA | 09/2016 | 06/2020 |
| Valmark Securities ,Inc. | Akron | OH | 03/2025 | Present |
| Valmark Adviser, Inc. | Akron | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-06 |
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