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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-11-25 |
| AL | RA | APPROVED | 2022-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.E. Lott & Company | Columbus | MS | 08/1993 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2022 | Present |
| Centerpoint Advantage, Llc | Flowood | MS | 12/2022 | 12/2024 |
| Valmark Securities, Inc | Akron | OH | 09/2021 | Present |
1) T.E. Lott & Company, P.O. Box 471, Columbus, MS 39703; VP - Director of Tax; NOT Investment Related; Start Date August 1993; 10% Shareholder; Approximately 40+ hrs. per month; Bi-Weekly Payroll. /// 2) Lott Financial Services, LLC; 221 7th St. N, Columbus, MS 39701; for purposes of pass-through revenue associated with Valmark Securities/Valmark Advisers related business; Member; YES Investment Related; Start Date 2000; Member of the LLC; Approximately 1-5 hrs. per month; Pass through for compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-19 |
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