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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| MN | RA | APPROVED | 2022-10-14 |
| TX | RA | APPROVED_RES | 2022-02-24 |
| AK | RA | APPROVED | 2021-08-03 |
| PA | RA | APPROVED | 2015-10-13 |
| OH | RA | APPROVED | 2008-04-07 |
Branch Locations
812 Huron Road Suite 670, Cleveland, OH 44115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omega Investment Partners | Cleveland | OH | 02/1990 | Present |
| Valmark Securites, Inc. | Akron | OH | 04/2008 | Present |
| Valmark Advisers, Inc. | Akron | OH | 04/2008 | Present |
1. OMEGA PENSIONS INC., PRESIDENT-NOT INVESTMENT RELATED; 812 HURON RD, SUITE 670, CLEVELAND, OH 44115, TPA FOR QUALIFIED RETIREMENT PLANS, SINCE 02/1990, 80 HOURS PER MONTH; 60 HOURS PER MONTH DURING TRADING HOURS, DAY TO DAY OPERATIONS. I DRAW A SALARY AS AN OFFICER OF OMEGA PENSIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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