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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-10 |
| ID | RA | APPROVED | 2025-11-24 |
| WA | RA | APPROVED | 2025-11-24 |
| DC | RA | APPROVED | 2025-11-21 |
| LA | RA | APPROVED | 2025-09-29 |
| AK | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED_RES | 2024-09-16 |
| MD | RA | APPROVED | 2023-12-04 |
| MI | RA | APPROVED | 2023-12-04 |
| SC | RA | APPROVED | 2023-12-04 |
| NY | RA | APPROVED | 2021-04-06 |
| IL | RA | APPROVED | 2021-02-16 |
| DE | RA | APPROVED | 2020-10-06 |
| CA | RA | APPROVED | 2020-02-21 |
| OR | RA | APPROVED | 2019-04-23 |
| OH | RA | APPROVED | 2018-03-16 |
| VA | RA | APPROVED | 2015-04-14 |
| CO | RA | APPROVED | 2015-03-24 |
| AZ | RA | APPROVED | 2014-01-23 |
| PA | RA | APPROVED | 2013-02-14 |
| NV | RA | APPROVED | 2013-01-09 |
| IN | RA | APPROVED | 2013-01-03 |
| CT | RA | APPROVED | 2007-09-12 |
| NJ | RA | APPROVED | 2006-04-11 |
| NH | RA | APPROVED | 2006-02-14 |
| FL | RA | APPROVED | 2006-01-04 |
| ME | RA | APPROVED | 2006-01-04 |
| NC | RA | APPROVED | 2005-09-15 |
| GA | RA | APPROVED | 2005-02-03 |
| RI | RA | APPROVED | 2002-04-11 |
| MA | RA | APPROVED | 2000-07-19 |
Branch Locations
72 Taunton Street, Plainville, MA 02762 • United States
Saint Augustine, FL • United States
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 | 12/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 12/2007 | Present |
1)WEALTH IMPACT PARTNERS, SALE OF FIXED LIFE AND HEALTH INSURANCE. COMMISSIONS WILL BE RECEIVED FROM INSURANCE CARRIERS FOR THE SALES./// 2) Borchers Trust Law Group; Of Counsel Attorney; Includes estate, asset protection, and elder law./// 3)Author; Plainville, MA; book writing/ sale of books; start 2013; not investment related./// 4) Aurum Insurance Partners, LLC; 72 Taunton Street, Plainville, MA 02762; Life insurance design, placement, underwriting advocacy, and management, including sales, recalibration, policy management, replacement, and life settlement; Partner; Sales, marketing, policy design, underwriting, advocacy, management, etc. through Valmark Securities and Executive Life Insurance (including PMC, and other available resources from Valmark); YES Investment Related; Start Date 08/14/2025; YES Financial interest, Wholly owned subsidiary of Trove Private Wealth; Approximately 1-5 hrs. per month; compensated by life insurance policy management fees or life insurance commissions./// 5) Give Send Go Charities; 167 South Broadway STE5, Salem, New Hampshire, 03079; 501C3 Non-profit organization; Board Member; Meet regularly as the organization's leadership team with the Executive Director to set strategy and to help execute on organization's strategic plan to share the gospel of Jesus Christ through generosity; NOT Investment Related; Start Date 12/01/2025; Approximately 6-10 hrs. per month; No compensation is to be paid.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-07-07 |
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