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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-27 |
| OR | RA | APPROVED | 2024-11-07 |
| WI | RA | APPROVED | 2019-06-26 |
| CO | RA | APPROVED | 2014-09-17 |
| NC | RA | APPROVED | 2014-09-04 |
| CA | RA | APPROVED | 2014-07-15 |
| SC | RA | APPROVED | 2013-04-17 |
| AZ | RA | APPROVED | 2012-10-19 |
| GA | RA | APPROVED | 2012-05-25 |
| PA | RA | APPROVED | 2011-05-26 |
| DE | RA | APPROVED | 2011-03-09 |
| FL | RA | APPROVED | 2008-01-14 |
| NJ | RA | APPROVED | 2006-01-03 |
| DC | RA | APPROVED | 2005-12-20 |
| MD | RA | APPROVED | 2005-11-29 |
| VA | RA | APPROVED | 2005-11-29 |
Branch Locations
1206 West Street, Annapolis, MD 21401 • United States
105 S. Pineapple Avenue, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 11/2005 | Present |
| Valmark Advisers, Inc. | Akron | OH | 11/2005 | Present |
1) NON-VARIABLE DISABILITY INCOME INSURANCE, BERKSHIRE LIFE INSURANCE AND PRINCIPAL.HEALTH INSURANCE SALES THROUGH GBS, INC., COMMISSIONS RECEIVED./// 2) 1206 South LLC, A Florida limited Liability Company; 825 Rose Street, Sarasota, FL 34239; Real Estate, Owns an Office condo; Manager/Member; Landlord and Property Owner Responsibilities; NOT Investment Related; Start Date 06/30/2022; Yes, financial interest, 2 Member LLC. Joseph and Rachael Feldman; Approximately 1-5 hrs. per month; LLC has expenses and deductions greater than income during 1st 2 years.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-14 |
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