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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-11 |
Branch Locations
1410 N. Westshore Blvd, Suite 410, Tampa, FL 33607 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 08/2016 | 06/2019 |
| Valmark Advisers, Inc | Akron | OH | 11/2017 | 06/2019 |
| Mariner Wealth Advisors | Coral Gables | FL | 08/2019 | 04/2021 |
| Msec, Llc | Coral Gables | FL | 08/2019 | 04/2021 |
| Unemployed | Ft Lauderdale | FL | 07/2019 | 07/2019 |
| Gries Financial Partners | Cleveland | OH | 04/2021 | 12/2023 |
| Sequoia Financial Group | Tampa | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-10 |
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