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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
3 Heritage Way, Ste. 2, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Advisers | Akron | OH | 06/2026 | Present |
| Valmark Securities | Akron | OH | 11/2008 | Present |
| Beauport Financial Services | Gloucester | MA | 03/2011 | 06/2020 |
| Beauport Financial Services | Gloucester | MA | 07/2020 | Present |
Beauport Financial Services; 3 Heritage Way, Ste. 2, Gloucester, MA 01930; Director of Investment Operations; Minority owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-30 |
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