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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| CA | RA | APPROVED | 2025-08-20 |
Branch Locations
1111 Prospect Street, La Jolla, CA 92037 • United States
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2017 | 07/2022 |
| Fastpitch Partners, Llc | Akron | OH | 04/2015 | 10/2016 |
| Valmark Securities, Inc | Akron | OH | 06/2018 | 07/2022 |
| Usi Consulting Group | Glastonbury | CT | 08/2022 | 07/2025 |
| Usi Advisors | Glastonbury | CT | 08/2022 | 07/2025 |
| Morgan Stanley | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-16 |
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
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