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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Financial | Cleveland | OH | 05/2019 | 09/2020 |
| Union Home Mortgage | Strongsville | OH | 05/2018 | 05/2019 |
| Cuyahoga Falls City School District | Cuyahoga Falls | OH | 03/2018 | 05/2018 |
| Bath And Body Works | Stow | OH | 11/2017 | 12/2017 |
| Jubilee Donuts | Cuyahoga Falls | OH | 05/2017 | 10/2017 |
| University Of Akron | Akron | OH | 08/2016 | 05/2019 |
| Mai Capital Management | Cleveland | OH | 10/2020 | 11/2021 |
| Wealth Impact Advisors, Llc. | Fairlawn | OH | 11/2021 | Present |
| Valmark Advisers, Inc. | Akron | OH | 09/2024 | Present |
Wealth Impact Advisors; Fairlawn, OH; start 11/2021; Associate of Retirement Plans; Preparing Plan Reviews for Retirement Plans; investment related; 40 hours/month; salary.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-31 |
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