Michael W Kirshon

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-06
SC	RA	APPROVED	2019-02-13
CA	RA	APPROVED	2007-06-19
FL	RA	APPROVED	2002-11-15

NY RA
APPROVED

Since 2021-04-06
SC RA
APPROVED

Since 2019-02-13
CA RA
APPROVED

Since 2007-06-19
FL RA
APPROVED

Since 2002-11-15

Branch Locations

Fort Lauderdale, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Michael Kirshon	Boca Raton	FL	08/2000	Present
Valmark Securities, Inc.	Beachwood	OH	11/2002	Present
Valmark Advisers, Inc.	Beachwood	OH	11/2002	Present

08/2000 → Present

Michael Kirshon

Boca Raton, FL
11/2002 → Present

Valmark Securities, Inc.

Beachwood, OH
11/2002 → Present

Valmark Advisers, Inc.

Beachwood, OH

Previous Registrations

2001-07-11 → 2002-11-11

New England Securities

Boca Raton, FL

Other Businesses

1. LAW PRACTICE-MICHAEL W. KIRSHON, LAW PRACTIVE; 1900 NW Corporate Blvd. Suite 215W Boca Raton, FL 33431 SINCE 01/1996. LAW, ATTORNEY TRUSTS, ESTATE PLANNING, PROBATE, 10HRS/WK. SOLE PROPRIETOR. COMPENSATION LEGAL FEES AS BILLED AND COLLECTED/// 2.RECEIVE RENEWAL COMMISSIONS FOR FIXED LIFE INSURANCE PRODUCTS./// 3. DOING CURRENT FIXED INSURANCE BUSINESS OUTSIDE OF VALMARK; 7700 WEST CAMINO REAL, SUITE 400,BOCA RATON, FL 33433; NOT INVESTMENT RELATED; STARTED 01/01/2014; NO FINANCIAL INTEREST; 6-10 HOURS PER MONTH; NO CLIENT INVOLVEMENT; NO CONFLICT OF INTEREST; COMPENSATION-DIRECT FROM INSURANCE COMPANY/// 4. SAFETY SHUTDOWN, LLC; HOLDS INTELLECTUAL PROPERTY PATENT; CO-MANAGING MEMBER; INTERACT WITH INTELLECTUAL PROPERTY ATTORNEY, CONTRIBUTE TO MARKETING STRATEGY; STARTED 11/2010; NOT INVESTMENT RELATED; NO CLIENT CONTACT; 21% OWNER; COMPENSATION-IF THE PATENT THAT THE COMPANY DEVELOPED AND HOLDS CAN BE MONITIZED I WILL RECEIVE 21% OF THE REVENUE.///

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-08-03
S63	Uniform Securities Agent State Law Examination	2001-07-23

S65 Uniform Investment Adviser Law Examination

2001-08-03
S63 Uniform Securities Agent State Law Examination

2001-07-23

View on SEC IAPD