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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-01-05 |
| GA | RA | APPROVED | 2025-06-06 |
| NC | RA | APPROVED | 2024-08-08 |
| OK | RA | APPROVED | 2024-08-08 |
| FL | RA | APPROVED | 2024-08-07 |
| CA | RA | APPROVED | 2024-08-02 |
Branch Locations
2953 West Cypress Creek Road, Suite 200, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | St. Augustine | FL | 11/1999 | 11/2023 |
| Mml Investors Services, Llc | St. Augustine | FL | 11/1999 | 11/2023 |
| Valmark Securities, Inc. | Akron | OH | 11/2023 | Present |
| Platinum Peak Advisors, Llc | Fort Lauderdale | FL | 11/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2024 | Present |
1.) Platinum Peak Benefits; Boca Raton, FL; Principal; start 12/2023; group health benefits; hr/mo during trading 21-40; not investment related; commissions./// 2.) 4244 University Boulevard South LLC; Jacksonville, FL; Manager/owner; Commercial real estate; START DATE: 9/25/2019 NO HRS/MO: 5. NO HRS/MO DURING SEC TRADING: 0. Not investment related; DESCRIBE DUTIES: OWN/OPERATE A COMMERCIAL REAL ESTATE BUILDING. ///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-25 |
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