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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-06 |
| MS | RA | APPROVED | 2026-02-23 |
| OK | RA | APPROVED | 2026-02-23 |
| MO | RA | APPROVED | 2026-02-17 |
| LA | RA | APPROVED | 2026-02-12 |
| TN | RA | APPROVED | 2026-02-09 |
Branch Locations
5050 Poplar Ave., Ste. 1204, Memphis, TN 38157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Memphis | TN | 02/1998 | 02/2026 |
| Lincoln Investment | Memphis | TN | 06/2012 | 02/2026 |
| Valmark Securities, Inc. | Akron | OH | 02/2026 | Present |
| Valmark Advisers | Akron | OH | 02/2026 | Present |
Collierville High School Scholarship Committee; 11605 E Shelby Dr, Collierville, TN 38017; Committee Member; Committee for making decisions on Students Scholarships; start 01/2019; not investment related; 1-5 hours/month; no compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-02 |
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