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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-05 |
| OH | RA | APPROVED | 2020-07-23 |
Branch Locations
4225 Malsbary Rd. Ste. 100, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 07/2020 |
| Lang Financial Group | Cincinnati | OH | 09/1998 | Present |
| Valmark Securities, Inc. | Akron | OH | 07/2020 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2020 | Present |
1.INDEPENDENT INSURANCE AGENT/LANG FINANCIAL GROUP, INC; sales and consulting services for DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 04/1996, Approx. 120 hrs. per mo.; NOT investment related; all income is W2 Income from Lang Financial Group, Inc./// 2. NAME OF OTHER BUSINESS: LANG FINANCIAL GROUP, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2001 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-22 |
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