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3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-10 |
Branch Locations
3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406 • United States
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-08-10 |
Branch Locations
3701 Boardman-Canfield Rd Suite 1, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc | Akron | OH | 07/2017 | 06/2018 |
| Valmark Securities, Inc | Akron | OH | 06/2018 | Present |
| Second Sole | Boardman | OH | 06/2015 | 01/2018 |
| Valmark Advisers, Inc. | Akron | OH | 08/2018 | Present |
| Bps Wealth Advisors, Inc. | Canfield | OH | 12/2019 | Present |
| Bps Pension Advisors, Inc. | Canfield | OH | 12/2019 | Present |
1.) Railroad Athletics, LLC, 730 Glenleigh Dr., John's Creek, GA 30097; Personal Running Coach; NOT Investment Related; Start Date 1/1/2022; Apoproximately 40+ hrs. per month. /// 2.) BPS Pension Advisors, Inc. and BPS Wealth Advisors, Inc. ; Canfield, OH; Administrative work; investment related; start 2018; salaried position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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