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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-28
  • OH RA
    APPROVED
    Since 2025-02-28

Branch Locations

130 Springside Dr., Akron, OH 44333 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Akron OH 05/2019 07/2022
Jpmorgan Chase Bank, N.A. Akron OH 05/2019 07/2022
Liberty National Life Insurance Co. Columbus OH 07/2018 03/2019
The Pnc Financial Services Group Inc Akron OH 05/2018 07/2018
The Three30 Group Dover OH 09/2017 03/2018
The Affinity Group & Custom Stark Homes North Canton OH 08/2016 08/2017
Unemployed Canton OH 04/2019 04/2019
Unemployed Canton OH 04/2018 04/2018
Cetera Investment Services Llc St Cloud MN 08/2022 01/2025
The Commercial And Savings Bankj North Canton OH 08/2022 Present
Cetera Investment Advisers Llc Canton OH 12/2022 01/2025
Valmark Securities, Inc. Akron OH 02/2025 Present
Valmark Financial Group Akron OH 02/2025 Present
Valmark Advisers Akron OH 02/2025 Present
  • 05/2019 → 07/2022
    J.P. Morgan Securities Llc
    Akron, OH
  • 05/2019 → 07/2022
    Jpmorgan Chase Bank, N.A.
    Akron, OH
  • 07/2018 → 03/2019
    Liberty National Life Insurance Co.
    Columbus, OH
  • 05/2018 → 07/2018
    The Pnc Financial Services Group Inc
    Akron, OH
  • 09/2017 → 03/2018
    The Three30 Group
    Dover, OH
  • 08/2016 → 08/2017
    The Affinity Group & Custom Stark Homes
    North Canton, OH
  • 04/2019 → 04/2019
    Unemployed
    Canton, OH
  • 04/2018 → 04/2018
    Unemployed
    Canton, OH
  • 08/2022 → 01/2025
    Cetera Investment Services Llc
    St Cloud, MN
  • 08/2022 → Present
    The Commercial And Savings Bankj
    North Canton, OH
  • 12/2022 → 01/2025
    Canton, OH
  • 02/2025 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 02/2025 → Present
    Valmark Financial Group
    Akron, OH
  • 02/2025 → Present
    Valmark Advisers
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-29
S63 Uniform Securities Agent State Law Examination 2022-11-10
  • S65 Uniform Investment Adviser Law Examination
    2022-11-29
  • S63 Uniform Securities Agent State Law Examination
    2022-11-10
Other Names
  • Alex Adams
  • Alexander Karl Adams

View on SEC IAPD

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