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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-13 |
| MD | RA | APPROVED | 2025-02-19 |
| NH | RA | APPROVED | 2021-10-19 |
| MA | RA | APPROVED | 2021-05-18 |
| ME | RA | APPROVED | 2018-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebel & Harriman | Portland | ME | 05/2000 | Present |
| Valmark Securities, Inc. | Beachwood | OH | 09/2001 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2018 | Present |
1) Maine Estate Planning Council; 366 U.S. Route 1, Falmouth, ME 04105; Estate planning council comprised of lawyers, accountants and financial advisors; President; Start date 06/30/2020; no compensation./// 2) Sale of DI products; 2/1/19 Start Date; Approx. 1-5 hrs per mo.; Compensated on Sales./// 3) Lebel & Harriman; 366 U.S. Route 1 Falmouth, ME 04105; Managing Director; Client meetings; YES Investment Related; Start Date 5/1/2000; Approximately 40+ hrs. per month; Salary + Bonus.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-05 |
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