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Current Employers
Lone Peak Advisers

11650 South State Street Suite 200, Draper, UT 84020-7150 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-17
  • MN RA
    APPROVED
    Since 2025-11-17

Branch Locations

11650 South State Street Suite 200, Draper, UT 84020-7150 • United States

2700 1St Street, #204, St. Cloud, MN 56303 • 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
Valmark Securities, Inc. Akron OH 07/2006 Present
Valmark Advisers, Inc. Akron OH 01/2014 Present
Previous Registrations
Other Businesses

1.) PROPERTY/CASUALTY LICENSED AGENT. BILLMARKS LAKES AREA INSURANCE INC. ALEXANDRIA, MN 56308. P/C AND HEALTH SALES. APPROX. 15 HOURS PER WEEK. 2.) I RECEIVE INCOME FROM PROFESSIONAL SINGING; STARTED 01/2004; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; COMPENSATION BY CHECK OR CASH PER PERFORMANCE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-01-28
  • S63 Uniform Securities Agent State Law Examination
    1982-01-28
Designations

View on SEC IAPD

Other Firms

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