Best Investors Account Sign in
Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-24

Branch Locations

4925 Commerce Drive, Ste. 100, Bakersfield, CA 93309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Elementary School Bakersfield CA 08/2009 05/2017
Rosedale Middle School Bakersfield CA 08/2017 05/2019
Liberty High School Bakersfield CA 08/2019 05/2023
Westmont College Santa Barbara CA 08/2023 05/2025
Trovato Wealth Management Bakersfield CA 05/2025 Present
  • 08/2009 → 05/2017
    American Elementary School
    Bakersfield, CA
  • 08/2017 → 05/2019
    Rosedale Middle School
    Bakersfield, CA
  • 08/2019 → 05/2023
    Liberty High School
    Bakersfield, CA
  • 08/2023 → 05/2025
    Westmont College
    Santa Barbara, CA
  • 05/2025 → Present
    Trovato Wealth Management
    Bakersfield, CA
Other Businesses

Christ Church Carpinteria Not investment related 1335 Vallecito Place Carpinteria California 93013 Church Intern Member Start date: Aug 2024 Hours during securities trading hours: none General accounting (logging member giving into software, budget tracking, etc)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-23
  • S66 Uniform Combined State Law Examination
    2025-09-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bakersfield, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor