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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| UT | RA | APPROVED | 2024-07-29 |
| IN | RA | APPROVED | 2023-09-05 |
| WA | RA | APPROVED | 2023-04-17 |
| KS | RA | APPROVED | 2023-01-09 |
| TX | RA | APPROVED_RES | 2023-01-09 |
| OH | RA | APPROVED | 2020-05-21 |
| VA | RA | APPROVED | 2019-08-16 |
| IL | RA | APPROVED | 2019-07-25 |
| SD | RA | APPROVED | 2019-07-25 |
| AZ | RA | APPROVED | 2019-07-22 |
| IA | RA | APPROVED | 2019-07-19 |
| MN | RA | APPROVED | 2019-07-18 |
Branch Locations
999 Fourier Drive, Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Madison | WI | 06/2016 | 07/2019 |
| Principal Securities Inc | Madison | WI | 06/2019 | 07/2019 |
| Welshire Capital | Madison | WI | 03/2017 | Present |
| Valmark Advisers, Inc | Akron | OH | 07/2019 | Present |
| Valmark Securities, Inc | Akron | OH | 07/2019 | Present |
1.) Welshire Capital, LLC; Owner; start 05/2018; investment related./// 2.) Fixed insurance outside of Valmark with various insurance company; 999 Fourier Drive, Suite 100, Madison, WI 53717; annuities; Advisor of Record; YES Investment Related; Start Date 2015; Small amount of trail revenue paying out. Less than 1% of company revenue; Approximately 1-5 hrs. per month; I receive a small amount of trail revenue from previous annuity business written prior to joining Valmark. These policies could not be transferred over with an Agent of Record Change.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-14 |
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