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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| CO | RA | APPROVED | 2026-01-05 |
| DC | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| IL | RA | APPROVED | 2026-01-05 |
| MD | RA | APPROVED | 2026-01-05 |
| NV | RA | APPROVED | 2026-01-05 |
| OR | RA | APPROVED | 2026-01-05 |
| RI | RA | APPROVED | 2026-01-05 |
| SC | RA | APPROVED | 2026-01-05 |
| WI | RA | APPROVED | 2026-01-05 |
| DE | RA | APPROVED | 2024-02-12 |
| NC | RA | APPROVED | 2023-05-02 |
| NY | RA | APPROVED | 2023-03-16 |
| ME | RA | APPROVED | 2020-11-19 |
| CT | RA | APPROVED | 2008-01-25 |
| NH | RA | APPROVED | 2005-08-22 |
| MA | RA | APPROVED | 2004-11-09 |
Branch Locations
3 Heritage Way Suite 2, Gloucester, MA 01930 • United States
3 Heritage Way Suite 2, Gloucester, MA 01930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2004-06-22 |
Branch Locations
3 Heritage Way Suite 2, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 10/2003 | Present |
| Valmark Advisers, Inc. | Akron | OH | 11/2004 | Present |
| Beauport Financial Services Llc | Gloucester | MA | 01/2001 | Present |
1.) I AM LICNENSED IN MA TO SELL MEDICAL AND DENTAL INSURANCE (GROUP PLANS)WITH TUFTS, BLUE CROSS/BLUE SHEILD, AETNA, HARVARD PILGRIM AND DELTA DENTAL. ALSO HAVE A SMALL AMOUNT OF BUSINESS WITH GUARDIAN, UNUM, CNA, TRANSAMERICA, US LIFE AND NEW ENGLAND FINANCIAL/// 2.) BEAUPORT FINANCIAL SERVICES LLC./BEAUPORT FINANCIAL SERVICES;3 HERITAGE WAY STE 2, GLOUCESTER MA 01930; OUTSIDE RIA; PARTNER; FEE BASED FINANCIAL PLANNING; INVESTMENT RELATED/// 3.) Gordon College, Wenham, MA; Adjunct Professor for half spring semester 2020 Gordon College Masters in Financial Analysis; Teaching a night course for 8 weeks to students on Portfolio Construction and Risk Management; investment related; compensation is one time stipend./// 4.) Publishing a book, The Imperfect Storm, and listed it on Amazon etc. for sale, will do talks on the book as well; Middle of March 2025 launch date; 20 Juniper Street, Wenham MA 01984; book sales and talks; Author; Promote book; NOT Investment Related; Start Date March 2025; Yes Financial Interest - Self published author, Approximately 6-10 hrs. per month; Have bank account listed on book sale websites and any speaker fee can be paid to me or RIA.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
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