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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-29 |
| AZ | RA | APPROVED | 2025-08-15 |
| NJ | RA | APPROVED | 2024-11-26 |
| NH | RA | APPROVED | 2022-01-25 |
| NY | RA | APPROVED | 2021-04-06 |
| MA | RA | APPROVED | 2015-04-13 |
| FL | RA | APPROVED | 2015-04-02 |
| CA | RA | APPROVED | 2015-03-26 |
| ME | RA | APPROVED | 2015-03-25 |
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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Portland | ME | 04/2009 | Present |
| Valmark Advisers, Inc. | Akron | OH | 03/2015 | Present |
| Valmark Securities, Inc. | Akron | OH | 03/2015 | Present |
1.) Lebel & Harriman, LLP; 366 US Route One, Falmouth, ME 04105; Retirement Advisor, Financial Planning/Retirement Planning/Investment Management; YES Investment Related; Start Date 03/2015; Approximately 40+ hrs. per month; Lebel & Harriman pays a salary to me.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-12 |
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