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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Boston | MA | 05/1977 | 05/2024 |
| Mml Investors Services, Llc | Boston | MA | 08/2000 | 05/2024 |
| Valmark Securities, Inc. | Akron | OH | 05/2024 | Present |
| Valmark Advisers, Inc. | Akron | OH | 05/2024 | Present |
1) Bush & Company- group benefits broker; Salary/Draw from business income; Management Consulting; 18 Shipyard Drive, Suite 2A, Hingham, MA 02043; 21-40 hours/ month./// 2) Bush & Richey LLC; 18 Shipyard Dr., Hingham, MA 02043; Financial planning, insurance and investment advising; Principal; Financial planning, insurance and investment advising; YES Investment Related; Start Date 01/01/2025; This LLC is the bank account we use to pay employees and vendors; Approximately 1-5 hours a month; Draws are taken from the account.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-29 |
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