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1127-B Hendersonville Road, Asheville, NC 28803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-01-03 |
Branch Locations
1127-B Hendersonville Road, Asheville, NC 28803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 02/2015 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2015 | 12/2017 |
| Colton Groome Financial Advisors, Llc | Asheville | NC | 11/2017 | Present |
1) Colton Groome Financial Advisors,1127 B Hendersonville Road, Asheville, NC 28803; Retirement Plan Advisor; Assist Retirement Plan Sponsors w/Fiduciary responsibilities; YES investment related; 1/3/18 start date; 40+ hrs; W2 employee.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-23 |
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