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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-22 |
| TX | RA | APPROVED_RES | 2025-01-29 |
| ME | RA | APPROVED | 2024-07-31 |
| WI | RA | APPROVED | 2024-05-08 |
| NC | RA | APPROVED | 2024-04-01 |
| SC | RA | APPROVED | 2024-01-03 |
| RI | RA | APPROVED | 2023-09-15 |
| GA | RA | APPROVED | 2023-06-12 |
| NJ | RA | APPROVED | 2023-01-30 |
| KS | RA | APPROVED | 2022-12-21 |
| MN | RA | APPROVED | 2021-11-18 |
| CT | RA | APPROVED | 2021-07-23 |
| CO | RA | APPROVED | 2021-06-15 |
| VA | RA | APPROVED | 2021-04-28 |
| NY | RA | APPROVED | 2021-04-06 |
| OH | RA | APPROVED | 2021-01-07 |
| NH | RA | APPROVED | 2019-06-27 |
| IL | RA | APPROVED | 2017-06-12 |
| PA | RA | APPROVED | 2016-09-26 |
| CA | RA | APPROVED | 2014-12-12 |
| MA | RA | APPROVED | 2014-12-08 |
Branch Locations
3 Heritage Way Suite 2, Gloucester, MA 01930 • United States
3 Heritage Way Suite 2, Gloucester, MA 01930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-03-30 |
Branch Locations
3 Heritage Way Suite 2, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beauport Financial Services | Gloucester | MA | 11/2004 | Present |
| Valmark Securities, Inc. | Akron | OH | 03/2005 | Present |
| Valmark Advisers, Inc. | Akron | OH | 12/2014 | Present |
| Beauport Financial Services Llc | Gloucester | MA | 02/2015 | Present |
1.) BEAUPORT FINANCIAL SERVICES LLC; GLOUCESTER, MA ; FINANCIAL SERVICES; PARTNER/DIRECTOR OF PLANNING; FEE BASED FINANCIAL PLANNING; INVESTMENT RELATED/// 2.) Gordon College Faith & Finance Forum; Wenham, MA; Board Member-Board of Advisors; Not investment related; 1-5 hours/month./// 3.) The Well Family Foundation; 72 SOHIER RD BEVERLY, MA 01915; non-profit; board member; annual board meetings; NOT investment related; Start date 2016; 1-5 per month; no compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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