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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-20 |
| FL | RA | APPROVED | 2024-06-20 |
| OR | RA | APPROVED | 2024-06-20 |
| NY | RA | APPROVED | 2022-11-16 |
| MO | RA | APPROVED | 2022-04-18 |
| GA | RA | APPROVED | 2019-07-31 |
| IN | RA | APPROVED | 2019-05-14 |
| MT | RA | APPROVED | 2019-04-01 |
| AZ | RA | APPROVED | 2019-03-29 |
| ID | RA | APPROVED | 2019-03-29 |
| NC | RA | APPROVED | 2019-03-29 |
| WA | RA | APPROVED | 2019-03-29 |
| TX | RA | APPROVED | 2013-02-14 |
Branch Locations
8841 Research Drive Suite 100, Irvine, CA 92618 • United States
8841 Research Drive Suite 100, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-20 |
Branch Locations
8841 Research Drive Suite 100, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 10/2010 | Present |
| Fdp Wealth Management, Llc | Irvine | CA | 01/2011 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2013 | Present |
| Fdp Insurance Services, Inc. | Irvine | CA | 06/2012 | Present |
1.) FDP WEALTH WEALTH MANAGEMENT LLC; SAME ADDRESS AS ABOVE; INVESTMENT RELATED; START 1/2011; 240 HOURS PER MONTH DURING TRADING HOURS; MEMBER; CLIENT INVOLVEMENT; LLC IS A REGISTERED INVESTMENT ADVISOR FIRM PROVIDING INVESTMENT ADVICE, PLANNING AND CONSULTATION SERVICES TO ADVISORY CLIENTS; MEMBER AND AN INDEPENDENT ADVISOR REP OF THE RIA FIRM; COMPENSATION-DISTRIUTION AS A MEMBER AND FEES PAID BY CLIENTS TO IAR FOR ADVISORY SERVICES PROVIDED./// 2.) IRVINE C&R; 8841 RESEARCH DRIVE, SUITE 100, IRVINE, CA 92618; REAL ESTATE; NOT INVESTMENT RELATED; STARTED 2003; 1-2 HOURS PER MONTH; 0 DURING TRADING HOURS; MEMBER;CLIENT INVOLVEMENT; THE OTHER MEMBERS OF THE LLC ARE CURRENTLY SECURITIES AND ADVISORY CLIENTS, THIS LLC WAS FORMED PRIOR TO ANY EXISTING CLIENT RELATIONSHIP BEING ESTABLISHED; I AM A MEMBER OF THE LLC WHICH OWNS A COMMERCIAL BUILDING IN IRVINE AVAILABLE FOR OFFICE SPACE; NO COMPENSATION OR DISTRUBUTION ANNUAL K-1 LOSS./// 3.) NAME OF BUSINESS: FDP INSURANCE SERVICES,INC.; BUSINESS ADDRESS: 8841 RESEARCH DRIVE, #100, IRVINE, CL 92618; NATURE OF BUSINESS: INSURANCE & FINANCIAL SERVICES; INVESTMENT RELATED: YES; START DATE: 06/2012; HOURS PER MONTH: 240; HOURS DURING TRADING HOURS: 100%; POSITION: CEO; CLIENT INVOLVEMENT: YES; OPERATING ENTITY THAT ACCEPTS ALL COMMISSIONS RELATED TO INSURANCE/INVESTMENT SALES. MARKETING ORGANIZATION FOR INDIVIDUAL INSURANCE AND SECURITIES REPRESENTATIVES; DUTIES: CEO OF FIRM, IN CHARGE OF DIRECTION AND ACCOUNTING PRACTICES; COMPENSATION: W2 AND SHAREHOLDER DISTRIBUTION./// 4.) Author, 10 Financial Strategies for the Smart Investor: How to Avoid Common Mistakes and Build Lasting Wealth; INVESTMENT RELATED; WRITING A BOOK UNDER MY OWN NAME. BOOK WILL BE USED AS A MARKETING AND EDUCATIONAL TOOL FOR EXISTING AND POTENTIAL NEW CLIENTS; NO COMPENSATION OTHER THAN POSSIBLE BOOK SALES THROUGH AMAZON. WILL NOT BE SOLD TO CLIENTS/GIVEAWAY./// 4.) The Grand Monarch HOA; Dana Point, CA; President, HOA for 37 unit condo complex where I am an owner; Oversee operations of HOA, maintenance and repairs, collection of dues and annual budget; NOT Investment Related; Start Date 7/1/2023; Approximately 1-5 hrs. per month.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-26 |
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