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315 Commercial Dr Suite A-4, Savannah, GA 31406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-02-17 |
Branch Locations
315 Commercial Dr Suite A-4, Savannah, GA 31406 • United States
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-01-08 |
Branch Locations
315 Commercial Drive Suite 4A, Savannah, GA 31406-3628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 03/2008 | Present |
| Martin Financial Group, Llc | Savannah | GA | 03/2008 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2014 | Present |
1) ALLIANZ LIFE INS CO OF N AMERICA|BERKSHIRE LIFE INS CO OF AMER|BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GA INC|BLUE CROSS BLUE SHIELD OF GA INC|GUARDIAN LIFE INS CO OF AMERICA|STANDARD INS CO|PRO FINANCIAL/PACIFIC LIFE///M3 ADVISORS; CONSULTING(NON-SECURITY); PRINCIPA; MAY RECEIVE COMPENSATION FOR SERVICES; NOT INVESTMENT RELATED. 2) P&C agent receiving share of commission for new commercial insurance placed through various agencies; Start date 11/5/2020; NOT Investment Related; Approximately 1-5 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-10 |
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