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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-03 |
| GA | RA | APPROVED | 2026-03-20 |
| NY | RA | APPROVED | 2025-09-29 |
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| KS | RA | APPROVED | 2024-10-17 |
| AZ | RA | APPROVED | 2024-03-15 |
| MT | RA | APPROVED | 2021-09-24 |
| WY | RA | APPROVED | 2019-08-21 |
| NC | RA | APPROVED | 2017-09-28 |
| UT | RA | APPROVED | 2017-09-15 |
| ID | RA | APPROVED | 2017-04-12 |
| MN | RA | APPROVED | 2017-03-10 |
| WA | RA | APPROVED | 2017-03-08 |
| OH | RA | APPROVED | 2017-03-06 |
| TX | RA | APPROVED | 2017-03-06 |
Branch Locations
4925 Commerce Drive, Suite 100, Bakersfield, CA 93309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Bakersfield | CA | 10/2011 | Present |
| Valmark Securities, Inc. | Akron | OH | 03/2017 | Present |
| Valmark Advisers, Inc. | Akron | OH | 03/2017 | Present |
1) JOSEPH TROVATO DBA "TROVATO WEALTH MANAGEMENT", 4925 COMMERCE DRIVE, SUITE 100, BAKERSFIELD, CA 93309; FINANCIAL PLANNING/WEALTH MANAGEMENT/INSURANCE SALES; INVESTMENT RELATED; STARTED 07/2012; PRESIDENT; CLIENT INVOLVEMENT-GENERAL WEALTH MANAGEMENT, TRADING RECOMENDATIONS AND SALES; INTERACTION WITH CLIENTS RENDERING ADVICE AND SUPERVISING ACCOUNTS; ALL COMP PAID THROUGH BROKER DEALER, INSURANCE AGENCY OR DIRECTLY FROM THE INSURANCE COMPANIES///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-02 |
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