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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-15 |
Branch Locations
4605 East Galbraith Road Suite 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc | Akron | OH | 07/2018 | Present |
| Valmark Securities, Inc | Akron | OH | 04/2017 | 07/2018 |
| Colonial Life | Florence | KY | 06/2011 | 04/2017 |
| Sassy Business Management, Inc | Cincinnati | OH | 01/2019 | Present |
| Resonate, Inc. | Cincinnati | OH | 04/2017 | 01/2019 |
1) TouchPoint Wealth Partners/Sassy Business Mgt., Inc.; 4605 E. Galbraith Road, Ste. 200, Cincinnati, OH 45236; Executive Coordinator; Administrative Assistant to Advisors; YES Investment Related; Start Date 0/01/2019; Approximately 40+ hrs. month; W2 Salary.///
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