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Account
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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-03 |
| OH | RA | APPROVED | 2021-11-15 |
| TX | RA | APPROVED_RES | 2021-11-15 |
| NY | RA | APPROVED | 2021-03-29 |
| FL | RA | APPROVED | 2021-02-26 |
| NC | RA | APPROVED | 2021-01-19 |
| WI | RA | APPROVED | 2021-01-15 |
| OR | RA | APPROVED | 2020-06-09 |
| MI | RA | APPROVED | 2020-01-02 |
Branch Locations
3001 W Big Beaver Suite 302, Troy, MI 48084 • United States
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Bingham Farms | MI | 10/2012 | 12/2019 |
| Valmark Advisers, Inc. | Akron | OH | 02/2013 | 12/2019 |
| Sentinel Pension Advisors | Wakefield | MA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-24 |
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