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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-01-14 |
Branch Locations
26949 Chagrin Blvd. Suite 104, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ricci & Corsillo | Beachwood | OH | 01/1978 | Present |
| Valmark Securities | Beachwood | OH | 11/2000 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2011 | Present |
1. OWN 100% RICCI & CORSILLO-TAX ACCOUNTING SERVICES//MH PLANNING INC-SHARE COMISSIONS ON SECTION 125 PLANS. BOARD MEMBER ETERNAL HOUSING FUND - NON-PROFIT ORGANIZATION, NO COMPENSATION RECEIVED. 2. TRUSTEE FOR IRREVOCABLE TRUST, BEACHWOOD OH. DUTIES INCLUDE: PROCESS REQUESTS FOR IRREVOCABLE TRUSTS, PREPARE ANNUAL TAX REUTRNS;INVESTMENT RELATED. COMPENSATION PAID: TRUSTS WILL PAY AN HOURLY FEE ONCE A YEAR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-04-26 |
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