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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2019-10-28 |
| AZ | RA | APPROVED | 2015-04-16 |
| MA | RA | APPROVED | 2015-03-30 |
| NJ | RA | APPROVED | 2013-01-02 |
| NC | RA | APPROVED | 2013-01-02 |
| OH | RA | APPROVED | 2001-07-17 |
Branch Locations
2735 Crawfis Blvd., Ste. 210, Fairlawn, OH 44333 • 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 |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 05/2000 | Present |
| Alda Advisors, Inc. | Fairlawn | OH | 01/2002 | Present |
| Bear / Pelland Assoc | Fairlawn | OH | 09/2005 | Present |
1. RIA STATE REGISTERED IN OHIO UNDER ALDA ADVISORS, INC- EMPLOYEE BENEFITS, SALES. ALSO, SALARY FROM ALDA ADVISORS, INC. FOR SERVICE WORK FOR EMPLOYEE BENEFIT CLIENTS./// 2. RECEIVE BOTH GROUP & INDIVIDUAL COMMISSION FOR HEALTH/LIFE/DI/DENTAL/VISION./// 3.THE STABLES AT ROSE OF SHARON LLC, HORSE BOARDING AND PARTY RENTALS, NOT INVESTMENT RELATED/// 4. Walsh Jesuit High School, 4550 Wyoga Lake Rd., Cuyahoga Falls, OH 44224; Assistant Men's Varsity Soccer Coach; NOT Investment Related; Start Date 1/1/2021; Approximately 21-40 hrs. per month; Compensated via Annual Stipend.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-16 |
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