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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-16 |
| NJ | RA | APPROVED | 2020-10-15 |
Branch Locations
92 Hasell Street, #217, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fulcrum Partners, Llc | Charleston | SC | 02/2011 | Present |
| Valmark Securities, Inc. | Akron | OH | 05/2011 | Present |
1) FULCRUM PARTNERS; COLI/BOLI/DI SALES; NOT INVESTMENT RELATED; STARTED 02/01/2011; 10 HOURS PER MONTH; SALES; NO CLIENT INVOLVEMENT; SALES OF NONVARIABLE INSURANCE; COMPENSATION-COMMISSIONS./// 2) OneDigital, parent of Resources Investments Advisors LLC, Senior Vice President, An advisory firm providing employee benefits, HR services, retirement and wealth management, employee wellbeing, and pharmacy consulting, not investment related, started 1/1/21, shareholder of company, 1-5 hours per month, receives compensation via life insurance commissions.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-13 |
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