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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-02 |
| OH | RA | APPROVED | 2000-06-22 |
Branch Locations
710 B South Main Street, Mt. Vernon, OH 43050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Mt. Vernon | OH | 07/2005 | Present |
1. I HAVE RECEIVED COMPENSATION FROM LIFE, GROUP AND INDIVIDUAL HEALTH INSURANCE COMPANIES./// 2. Greenwave Racing, LLC; Newark, OH; standardsbred horse owner/racing; President; duties include paying costs through unaffiliated third-party trainers which are associated with horse ownership and racing such as: boarding, vet, blacksmith, training, breeding, and staking; not investment related; compensation paid through race earnings or sale of horse. Certain clients may also co-own the same horse and they pay all costs to and receive compensation from the unaffiliated third-party trainers./// 3. K&D Real Estate Holdings LLC, Commercial Real Estate Purchase and Leasing the building, Partner, Buying property and collecting lease payments, not investment related, started 12/9/19, 1-5 hours per month, receives compensation from lease or rent payments every month.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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