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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-20 |
| CO | RA | APPROVED | 2026-07-16 |
| PA | RA | APPROVED | 2026-07-16 |
| DE | RA | APPROVED | 2026-07-15 |
| FL | RA | APPROVED | 2026-07-15 |
| GA | RA | APPROVED | 2026-07-15 |
| IN | RA | APPROVED | 2026-07-15 |
| ME | RA | APPROVED | 2026-07-15 |
| MD | RA | APPROVED | 2026-07-15 |
| WA | RA | APPROVED | 2026-07-15 |
| AK | RA | APPROVED | 2026-07-14 |
| MI | RA | APPROVED | 2026-07-06 |
| OH | RA | APPROVED | 2026-07-02 |
| AZ | RA | APPROVED | 2026-06-08 |
| VA | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED_RES | 2026-05-01 |
| NC | RA | APPROVED | 2026-04-07 |
| SC | RA | APPROVED | 2026-03-16 |
| ID | RA | APPROVED | 2026-02-24 |
| WI | RA | APPROVED | 2026-02-10 |
| NJ | RA | APPROVED | 2026-02-02 |
| NY | RA | APPROVED | 2026-01-16 |
| LA | RA | APPROVED | 2026-01-07 |
| CT | RA | APPROVED | 2024-01-29 |
| IL | RA | APPROVED | 2020-11-05 |
| CA | RA | APPROVED | 2019-01-02 |
| NV | RA | APPROVED | 2016-09-07 |
| NH | RA | APPROVED | 2016-08-29 |
| MA | RA | APPROVED | 2008-08-12 |
| RI | RA | APPROVED | 2008-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 05/2004 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2008 | Present |
| Trove Private Wealth, Llc | Plainville | MA | 03/2009 | Present |
1). Freetown Lakeville Regional School District, Assistant Football Coach, start date 3/1/21, 21-40 hours per month, payment received at beginning and end of season./// 2). Trove Private Wealth, LLC; 72 Taunton Street, Plainville, MA, 02762; Employment and ownership with Trove Private Wealth, a separate legal entity and Valmark Member Office; Chief Operating Officer; Management and administrative operations of the Member Office; investment related; start 11/1/2022; 40% owner; over 40 hrs per month; compensation: salary, bonus, and or profit distributions./// 3). Aurum Insurance Partners, LLC; 72 Taunton Street, Plainville, MA 02762; Wholly-owned subsidiary of member office, Trove Private Wealth, LLC, a separate entity from ValMark Financial Group; Chief Operating Officer; Management and administration of subsidiary as COO of parent company; investment related; Start 8/14/2025; 40% ownership interest in parent company, Trove Private Wealth, LLC; 21-40 hrs per month; compensation: salary, bonus, and profits distributions as an owner of parent company, Trove Private Wealth.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-08 |
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