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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
Branch Locations
2 Southern Pointe Parkway, Ste. 100, Hattiesburg, MS 39401-8025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-18 |
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