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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-08 |
Branch Locations
301 E. Pine Street, Ste. 650, Orlando, FL 32801-5203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 07/2017 | 05/2019 |
| Onedigital | Orlando | FL | 01/2017 | Present |
| Tews Company | Orlando | FL | 08/2015 | 12/2016 |
| Lion Street Financial | Orlando | FL | 05/2019 | 02/2023 |
| Valmark Securities, Inc. | Akron | OH | 02/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 09/2023 | Present |
1.) Resources Investment Advisors, LLC dba OneDigital, Inc.; Overland Park, KS; Benefits, Vice President - Retirement; Client Services: Wealth and other Insurance; start 11/2020; 40+ hours / week; investment related; salary & bonus. /// 2.) Insurance agency; Maitland, FL; fixed insurance sales and servicing agent with various insurance carriers; start 09/2021; not investment related; 1-5 hours/week; commissions./// 3.) Protective Life Insurance Company (Dye & Eskin, Inc.); P.O. Box 12687, Birmingham, AL 35202-6687; Guaranteed Issue Term Insurance Block; Producer; offer block of Term insurance for key person/stockholder redemption; NOT Investment Related; Start Date 09/01/2025; Approximately 1-5 hrs. per month; I receive commissions paid directly to me, first year only.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-07 |
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