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240 S State St. We12, Westerville, OH 43081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-06 |
Branch Locations
240 S State St. We12, Westerville, OH 43081 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-22 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Alexanderia, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securites, Inc. | Akron | OH | 08/2004 | 03/2020 |
| Valmark Advisors, Inc. | Akron | OH | 10/2013 | 03/2020 |
| W3 Wealth Advisors, Llc | Akron | OH | 01/2018 | 04/2020 |
| W3 Wealth Management, Llc | Akron | OH | 01/2018 | 04/2020 |
| King Insurance Advisors | Columbus | OH | 04/2020 | Present |
| Independent Insurance Agent | Alexanderia | OH | 06/2001 | Present |
| The Leaders Group Inc | Littleton | CO | 03/2022 | Present |
| King Financial Solutions | Alexandria | OH | 06/1982 | Present |
| Arseneau Financial Llc | Westerville | OH | 01/2024 | Present |
Registered Representative - The Leaders Group, Inc Investment Advisor Representative - TLG Advisors, Inc Independent Insurance Agent - King Financial Solutions, LLC ARSENEAU FINANCIAL - 12/15/2023 - 240 S State St. Westerville, OH 43081 - IAR, Manage relationship for 8 long term fee based clients, Invt Rel, IAR business, 1 hr/month; 1 hr/month (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-12-10 |
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