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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-06 |
| FL | RA | APPROVED | 2025-01-06 |
| SC | RA | APPROVED | 2025-01-06 |
| VT | RA | APPROVED | 2025-01-06 |
| GA | RA | APPROVED | 2023-05-04 |
| SD | RA | APPROVED | 2023-04-28 |
| CT | RA | APPROVED | 2022-06-28 |
| AK | RA | APPROVED | 2022-03-22 |
| NH | RA | APPROVED | 2022-03-22 |
| NY | RA | APPROVED | 2021-08-30 |
| MA | RA | APPROVED | 2016-10-31 |
| TX | RA | APPROVED_RES | 2014-10-17 |
| NC | RA | APPROVED | 2013-08-09 |
| ME | RA | APPROVED | 2009-08-25 |
Branch Locations
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 | 08/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 08/2009 | Present |
1) Lebel & Harriman, LLP and Lebel & Harriman, GP; 55% Equity Stake Owner; President, CFO, Visonary; YES Investment Related; 11/8/2019 Start Date; Approximate 40+ hrs per month; Compensated by revenue from Insurance, Investment & Consulting work./// 2) Animal Welfare Society; Board of Directors; Kennebunk, ME; board for animal shelter; Animal housing, shelter, adoption center and veterinary services; not investment related; start 07/2023; no compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-31 |
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