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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED | 2024-01-03 |
| NY | RA | APPROVED | 2021-04-06 |
| CA | RA | APPROVED | 2017-06-29 |
| FL | RA | APPROVED | 2012-03-07 |
| NV | RA | APPROVED | 2012-01-03 |
| SC | RA | APPROVED | 2011-01-04 |
| OK | RA | APPROVED | 2011-01-03 |
| GA | RA | APPROVED | 2008-06-18 |
Branch Locations
315 Commercial Drive Suite A-4, Savannah, GA 31406 • United States
315 Commercial Dr Suite A-4, Savannah, GA 31406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-02-17 |
Branch Locations
315 Commercial Dr Suite A-4, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2008 | Present |
| Valmark Advisers, Inc. | Akron | OH | 06/2008 | Present |
1)VARIOUS LIFE INSURANCE COMPANIES - INCLUDING/BERKSHIRE LIFE INS CO OF AMER|BLUE CROSS BLUE SHIELD OF GA|GOLDEN RULE INS CO|GREATER GA LIFE INS CO|GUARDIAN LIFE INS CO OF AMERICA|HARTFORD LIFE & ACCIDENT INS CO|JACKSON NATIONAL LIFE INS CO|JOHN ALDEN LIFE INS CO|JOHN HANCOCK LIFE INS CO USA|METLIFE INVESTORS USA LIFE INS CO|METROPOLITAN LIFE INS CO|MINNESOTA LIFE INS CO|NATIONWIDE LIFE INS CO|NATIONWIDE LIFE AND ANNUITY LIFE INS CO; OHIO NATIONAL LIFE INS CO|PACIFIC LIFE INS CO|PROVIDENT LIFE & ACCIDENT INS CO|SECURITY LIFE OF DENVER INS CO|STANDARD INS CO|TRANSAMERICA LIFE INS CO|UNUM LIFE INS CO OF AMERICA / PRUDENTIAL FINANCIAL / LINCOLN 2) M3 Advisors, LLC, 315 Commercial Dr., Ste. A4, Savannah, GA 31406; Investment Advisor Representative; YES Investment Related; 1/23/2014 Start Date; 40+ hrs per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-18 |
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