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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-23 |
| NC | RA | APPROVED | 2024-05-30 |
| NY | RA | APPROVED | 2021-04-06 |
| MN | RA | APPROVED | 2014-01-21 |
| ME | RA | APPROVED | 2012-07-17 |
| MI | RA | APPROVED | 2011-03-25 |
| VA | RA | APPROVED | 2008-01-03 |
| WI | RA | APPROVED | 2007-11-05 |
| MA | RA | APPROVED | 2006-01-06 |
| FL | RA | APPROVED | 2005-12-16 |
| OH | RA | APPROVED | 2004-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securites, Inc. | Akron | OH | 09/2003 | Present |
| Valmark Advisers, Inc. | Akron | OH | 12/2004 | Present |
1. The GO Network; 211 N. Cleveland Massillon Rd., Akron, OH 44333; 501(c)3 organization set up to support the planting of new Christian churches; Treasurer and Member - Board of Directors; Oversee activities of the organizations leadership and participate in decisions of the Board of Directors. Maintain and oversee bank account for the organization; NOT Investment Related; Start Date 11/2025; Approximately 1-5 hrs. per month; No compensation expected./// 2. Trailhead Community Health Foundation Investment Committee; Trailhead is a community foundation that was set up as a result of the sale of SUMMA Health Systems to a for-profit entity; Investment Committee Member; Member of Investment Committee. Help to steer investment decisions and policies; YES Investment Related; Start Date 01/01/2026; Approximately 1-5 hrs. per month; No compensation expected.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-14 |
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