Nathan Parker Chisholm

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2023-02-24
ME	RA	APPROVED	2020-09-17

NH RA
APPROVED

Since 2023-02-24
ME RA
APPROVED

Since 2020-09-17

Branch Locations

366 U.S. Route One, Falmouth, ME 04105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Personal Capital Advisors	Denver	CO	05/2015	06/2018
Stone Coast Fund Services	Portland	ME	09/2018	03/2020
Gilbert Investments	Portland	ME	06/2020	08/2020
Valmark Advisers Inc.	Akron	OH	09/2020	Present

05/2015 → 06/2018

Personal Capital Advisors

Denver, CO
09/2018 → 03/2020

Stone Coast Fund Services

Portland, ME
06/2020 → 08/2020

Gilbert Investments

Portland, ME
09/2020 → Present

Valmark Advisers Inc.

Akron, OH

Previous Registrations

2020-06-15 → 2020-08-26

Gilbert Investment Management

Brunswick, ME
2017-03-02 → 2018-06-14

Personal Capital Advisors Corporation

Denver, CO

Other Businesses

1.) Lebel & Harriman LLP;366 US Route 1, Suite 1, Falmouth, ME 04105; Senior Retirement Counselor; Participant Education ; YES Investment Related: Start Date 09/14/2020; Approximately 40+ hrs. per month; Salary & Bonus Structure.///

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-18
S63	Uniform Securities Agent State Law Examination	2020-07-21
S65	Uniform Investment Adviser Law Examination	2017-03-02

S66 Uniform Combined State Law Examination

2023-02-18
S63 Uniform Securities Agent State Law Examination

2020-07-21
S65 Uniform Investment Adviser Law Examination

2017-03-02

View on SEC IAPD