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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-11 |
| OH | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED_RES | 2022-08-24 |
| FL | RA | APPROVED | 2022-02-22 |
| MA | RA | APPROVED | 2018-01-29 |
| CO | RA | APPROVED | 2018-01-05 |
| CA | RA | APPROVED | 2018-01-04 |
| IN | RA | APPROVED | 2018-01-04 |
| MI | RA | APPROVED | 2018-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2014 | 01/2018 |
| Sentinel Advisors | Lansing | MI | 04/2014 | 01/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2014 | 01/2018 |
| Valmark Securities, Inc. | Akron | OH | 01/2018 | Present |
| Valmark Advisers, Inc | Akron | OH | 01/2018 | Present |
1) 11563 Hidden Spring Trail, DeWitt, MI 48820; Officiating Collegiate Football; not investment related; started 09/1/17; 6 hours per week during trading hours and 6 hours during non trading hours in the months August - December; compensation cash per game/// 2) First Church Christ Scientist Greater Lansing; 709 E. Grand River, East Lansing, MI 48823; Substitute Reader, Read from Bible during church services; NOT Investment Related; Start Date 02/01/2024; Approximately 1-5 hrs. per month; $75 per substitution occasion.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
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