Daniel Patrick Rush

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → Present
  Sdm Advisors Llc
  San Francisco, CA
• 03/2019 → 08/2019
  Unemployed
  Rohnert Park, CA
• 06/2017 → 02/2019
  The Pasha Group
  San Rafael, CA
• 08/2015 → 06/2017
  Infinera Corporation
  Sunnyvale, CA
• 12/2019 → Present
  Valmark Securities, Inc
  Akron, OH
• 03/2020 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2010-04-01 → 2013-01-18
  Eagle Strategies Llc
  Rohnert Park, CA
  Santa Rosa, CA
• 2008-05-01 → 2008-05-22
  Cuso Financial Services, L.P.
  Novato, CA
  San Rafael, CA
  San Francisco, CA

Other Businesses

1.) Owner of rental real estate property; Lakeport, CA; not investment related; collect rental income./// 2.) SDM Advisors, LLC; San Francisco, CA; Vice President; Wealth Management, Investment Advisory Services, Financial Sales, Financial Planning; investment-related; compensation is W2 with base compensation plus bonus.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-28
• S65 Uniform Investment Adviser Law Examination
  2008-04-30
• S63 Uniform Securities Agent State Law Examination
  2004-04-07