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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-01-01
  • MS RA
    APPROVED
    Since 2025-01-01

Branch Locations

2 Southern Pointe Parkway, Ste. 100, Hattiesburg, MS 39401-8025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Topp, Mcwhorter, Harvey, Pllc Hattiesburg MS 09/1977 Present
Valmark Securities, Inc. Akron OH 11/1999 Present
Centerpoint Advantage, Llc Flowood MS 04/2000 12/2024
Valmark Advisers, Inc. Akron OH 05/2022 Present
  • 09/1977 → Present
    Topp, Mcwhorter, Harvey, Pllc
    Hattiesburg, MS
  • 11/1999 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 04/2000 → 12/2024
    Centerpoint Advantage, Llc
    Flowood, MS
  • 05/2022 → Present
    Akron, OH
Previous Registrations
  • 2009-09-25 → 2024-12-31
    Centerpoint Advantage, Llc
    Hattiesburg, MS
    Flowood, MS
    Flowood, MS
Other Businesses

1. Topp, McWhorter, Harvey, PLLC/Not Inv Related/Hattiesburg, MS/CPA Firm/1978/150 Hours Month During Trading Hours/I am a full time Accountant./// 2. Valmark Securities, Inc./Inv Related/Akron, OH/Broker-dealer/Registered Representative/11/1999/16 Hrs Mo During Trading Hours/Registered Representative selling securities products for a commission./// 3. Advisor Resources, LLC/Not Inv Related/Hattiesburg, MS/MS Corp/President, Secretary and Treasurer/1999/1 Hour Mo During Trading Hours/general administrative, partnership duties./// 4. 838, LLC; PO Drawer 15099, Hattiesburg, MS 39404; Owner of condominium used by owners for personal purposes. No business activity or rentals occur; Manager; Maintain compliance with owners association obligations; Not Investment Related; Start Date 2008; Own 20% of this entity and share ownership with business partners; Approximately 1-5 hrs. per month; No Compensation.///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-29
S63 Uniform Securities Agent State Law Examination 2000-05-18
  • S65 Uniform Investment Adviser Law Examination
    2009-08-29
  • S63 Uniform Securities Agent State Law Examination
    2000-05-18

View on SEC IAPD

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