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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan State University | East Lansing | MI | 06/2022 | 05/2026 |
| Michigan State University | East Lansing | MI | 09/2017 | 05/2022 |
| University Of Illinois | Champaign | IL | 05/2022 | 06/2022 |
| United State Tennis Association | New York | NY | 08/2020 | 09/2020 |
| Court One Athletic Clubs | Okemos | MI | 07/2016 | 06/2017 |
| United State Tennis Association | Orlando | FL | 06/2017 | 09/2017 |
| Oracle Financial Solutions | Mason | MI | 06/2026 | Present |
| Valmark Securities, Inc. | Akron | OH | 07/2026 | Present |
| Valmark Advisers | Akron | OH | 08/2026 | Present |
| Michigan Athletic Club | East Lansing | MI | 06/2026 | Present |
1.) 3 Dogs LLC; 6435 Island Lake Drive, East Lansing, MI 48823; Real estate. LLC owns a residential property and rents it out.; Member, Agent; Passive co-owner. A third-party property manager handles day-to-day operations; my involvement is limited to ownership-level financial oversight.; Not investment related; Start: 3/14/2023; 1-5 hours per month; Compensation is limited to my proportional share of rental income/profit distributions from the LLC, consistent with my ownership interest, as determined by the LLC operating agreement./// 2.) The Michigan Athletic Club; 2900 Hannah Blvd, East Lansing, MI 48823; Tennis Coaching; Teaching tennis lessons and clinics.; Start: 6/15/2026; Not investment related; 1-5 hours per month; paid hourly rate./// 3.) Rental properties, Personally held, not through a company; 6435 Island Lake Drive, East Lansing, MI 48823; Real Estate rental. I own 3 properties under my own name; owner; Self-managed rental properties; investment related; start: 10/1/2022; 1-5 hours per month; compensation: receive rental income directly from tenants/guests as the property owner./// 4.) Oracle Financial Solutions; 140 E Ash St, Mason, MI; Financial Services; Advisor Support Specialist; Supporting advisors in clerical role; investment related; start 6/15/2026; 21-40 hours per month; Quarterly payments of a fixed salary.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-01 |
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