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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-08 |
| PA | RA | APPROVED | 2021-09-01 |
| HI | RA | APPROVED | 2021-06-01 |
| MD | RA | APPROVED | 2021-05-20 |
| WA | RA | APPROVED | 2020-01-09 |
| OH | RA | APPROVED | 2019-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Financial Group | Akron | OH | 03/2018 | Present |
| New Engen | Seattle | WA | 07/2017 | 02/2018 |
| Fisher Investments | Camas | WA | 11/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-28 |
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