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521 East Lancaster Avenue, Downingtown, PA 19335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-23 |
Branch Locations
521 East Lancaster Avenue, Downingtown, PA 19335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruton Financial Advisors, Llc | Downingtown | PA | 06/2004 | 01/2018 |
| Valmark Securities, Inc. | Akron | OH | 12/2005 | Present |
| Bruton Chisnell Advisors, Llc | Downington | PA | 01/2018 | Present |
| Bruton Chisnell Advisors, Llc | Downington | PA | 11/2018 | Present |
1) VALMARK SECURITIES, INC. - INVESTMENT RELATED - DOWNINGTOWN, PA - BROKER-DEALER - REGISTERED REPRESENTATIVE - 12/2005 - APPROX 20 HRS/MONTH (APPROX 20 HRS/MONTH DURING TRADING HRS) - GENERAL SECURITIES REPRESENTATIVE. /// 2) EXECUTIVE INSURANCE AGENCY, INC - INVESTMENT RELATED - INSURANCE AGENCY - 12/2005 - APPROX 10 HRS/MONTH (APPROX 10 HRS/MONTH DURING TRADING HRS) - INSURANCE AGENT./// 3) Bruton Chisnell Advisors, CCO, RIA, started 1/1/18, 40+ hours per month, has financial interest in company /// 4)Simpson Senior Services Foundation, Nursing home / assisted living foundation, Vice Chair, Assist with meeting coordination and fundraising activities, Started October 2019, not investment related, 1-5 hours per month, no compensation /// 5)Simpson Meadows Community Advisory Council, Advisory Council President, Lead meetings & assist with fundraising, Started January 2018, not investment related, 1-5 hours per month, no compensation - volunteer position /// 6) Bishop Shanahan High School Finance Committee; 220 Woodbine Rd, Downingtown, PA 19335; Catholic High School; Board Member; Review BSHS budget process, Review of investment allocation of funds (restricted/non-restricted), Review Financial aid process, Review financial resources and sufficient for needs; YES Investment Related; Start Date 12/01/2024; Approximately 1-5 hrs. per month; No Compensation./// 7) Simpson Senior Services; 150 Monument Road, Ste. 202, Bala Cynwyd, PA 19004; Senior Living; Board Member; The board meets quarterly, Board members are assigned to committees and fulfill the typical responsibilities of the board members; NOT Investment Related; Start Date 12/01/2024; Approximately 1-5 hrs. per month; no compensation./// 8) Yellow Box Holding Company LLC; 481 N. Cleveland - Massillon Road, Akron OH 44333; Real Estate Holding Co; Member; Manage property for commercial real estate rentals; NOT Investment Related; Start Date 11/15/2025; 25% Owner; Approximately 1-5 hrs. per month; Distribution based on ownership interest.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-24 |
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