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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-24 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
4811 Whipple Ave Nw Suite 103, Canton, OH 44718 • United States
Canton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valentine Contractors Inc. | North Canton | OH | 03/2011 | 08/2017 |
| Horace Mann Investors, Inc. | Weirton | WV | 06/2017 | 08/2017 |
| Canton Central Catholic; Ohio University | Canton & Athens | OH | 03/2008 | 12/2017 |
| Ameriprise Financial Services, Inc | Canton | OH | 03/2018 | 11/2023 |
| Balanced Wealth Group Llc | Westlake | OH | 11/2023 | 04/2024 |
| Mgo Oneseven Dba Valentine Wealth Advisors | Beachwood | OH | 04/2024 | Present |
1) Licensed insurance professional; same address; less than 10% of business time. 2) Business Ownership; Dirty Outdoors LLC.; Co-Founder; Hunting apparel and eventually guided hunts; Not Investment Related; January 2016; 1 to 9 hours per month; 0 during trading hours. 3) Rocky Brands Inc.; As a Brand Ambassador I market their products through pictures on social media and receive free products on an irregular basis.; Brand Ambassador: I market their products through pictures on social media and receive free products on an irregular basis.; Nelsonville, Ohio 45764; Not Investment Related; January 2015; 0 hours per month; 0 during trading hours 4) Tactacam LLC.; They are an action camera company that sponsors me; Professional Staff Member: Receive discounts on product; Not Investment Related; March 2018; 0 hours per month; 0 during trading hours/ Clenzoil; Receive free product because I market them through social media; Brand Ambassador: Receive free product because I market them through social media; Not Investment Related; September 2016; 0 hours per month; 0 during trading hours. 5) Valentine Wealth Advisors LLC: Investment related., 4811 Whipple Ave NW, Suite 103, Canton OH 44718. Payroll, Bookkeeping, operations and marketing. Title: Private Wealth Advisor, CEO., Start date: 11/25/2024. 50% of time spent on business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-13 |
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