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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| FL | RA | APPROVED | 2024-07-01 |
| IN | RA | APPROVED | 2024-05-30 |
| ME | RA | APPROVED | 2024-05-30 |
| MI | RA | APPROVED | 2024-05-30 |
| MN | RA | APPROVED | 2024-05-30 |
| NC | RA | APPROVED | 2024-05-30 |
| VA | RA | APPROVED | 2024-05-30 |
| WI | RA | APPROVED | 2024-05-30 |
| OH | RA | APPROVED | 2015-10-21 |
| CA | RA | APPROVED | 2015-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 05/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2015 | Present |
1) UberEats driver, 1455 Market Street, San Francisco, CA 94103; Not Investment related, Start date - 11/3/2021; Approximately 1-5 hrs. per month; compensated by delivery fees./// 2) Cornerstone Community School, 90 W Overdale Dr., Tallmadge, OH 44278; Private School Board Member; Helping to set policy and plan for the future of the school; NOT Investment Related; Start Date 06/10/2025; Approximately 6-10 hrs. per month; No compenstation will be paid for this position.///
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