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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED_RES | 2026-06-10 |
| NV | RA | APPROVED | 2022-04-29 |
| RI | RA | APPROVED | 2021-12-20 |
| SC | RA | APPROVED | 2021-09-17 |
| LA | RA | APPROVED | 2020-11-17 |
| NC | RA | APPROVED | 2020-07-23 |
| MI | RA | APPROVED | 2020-01-06 |
| FL | RA | APPROVED | 2018-12-04 |
| OH | RA | APPROVED | 2014-03-21 |
| IN | RA | APPROVED | 2014-03-20 |
| KY | RA | APPROVED | 2014-03-20 |
Branch Locations
250 Grandview Drive, Suite 475, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas S. Moore, Jr. Cpa | Hebron | KY | 07/2013 | Present |
| Valmark Securities, Inc. | Akron | OH | 01/2014 | Present |
| Valmark Advisers, Inc. | Akron | OH | 03/2014 | Present |
| Broadview Financial Advisors, Llc | Cincinnati | OH | 01/2015 | Present |
1.) Broadview Holdings, Inc.; INVESTMENT ADVICE, INSURANCE SALES, PLANNING; INVESTMENT RELATED/// 2.) Broadview Financial Advisors, LLC; 250 Grandview Dr., Ft. Mitchell, KY 41017; President/Adviser; Preside over Shareholder meetings , agendas and business plans; YES Investment Related; Start Date 2013; 35% Owner; Approximately 21-40 hrs. per month; W-2 Salary and Bonuses./// 3.) Wolnitzek Family Trust Board of Advisors; 2584 Amsterdam Rd Villa Hills, Ky 41017; Estate liquidation and distribution to beneficiaries; Member advisory board; Provide advice regarding settlement of a complex estate; not investment related; Start 4/2025; 1-5 hrs per month; The Trustee distributes checks to board members at his discretion.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-22 |
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