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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-02 |
| AL | RA | APPROVED | 2025-05-28 |
| VA | RA | APPROVED | 2025-05-28 |
| MS | RA | APPROVED | 2025-01-02 |
Branch Locations
2630 Ridgewood Road Suite C, Jackson, MS 39216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2024 | Present |
| Mississippi State University | Starkville | MS | 08/2022 | 05/2024 |
| New Perspectives, Inc. | Ridgeland | MS | 05/2022 | 01/2023 |
| Lake Caroline Owners Association | Madison | MS | 06/2020 | 08/2021 |
| Mississippi State University | Starkville | MS | 08/2019 | 05/2023 |
| Mississippi State University | Starkville | MS | 05/2023 | 05/2024 |
| Lake Caroline Golf Club | Madison | MS | 03/2019 | 07/2019 |
| Germantown High School | Madison | MS | 08/2014 | 05/2019 |
| Valmark Advisers, Inc. | Akron | OH | 01/2025 | Present |
| Rivertree Financial Planning, Llc | Jackson | MS | 06/2024 | Present |
1.) Rivertree Financial Planning, LLC; 2630 Ridgewood Road, Ste. C, Jackson, MS 39216; Financial Advisory Business; Financial Advisor; Assist in growing the firm by adding new clients and helping to service existing clients; YES Investment Related; Start Date 06/2024; Approximately 40+ hrs. per month; Paid via salary with additional production based compensation.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
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