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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-01 |
| IA | RA | APPROVED | 2023-09-22 |
| NY | RA | APPROVED | 2021-04-06 |
| DC | RA | APPROVED | 2016-03-01 |
| MA | RA | APPROVED | 2016-01-29 |
| NC | RA | APPROVED | 2016-01-26 |
| IN | RA | APPROVED | 2016-01-22 |
| MI | RA | APPROVED | 2016-01-22 |
| IL | RA | APPROVED | 2016-01-21 |
| PA | RA | APPROVED | 2015-12-14 |
| NM | RA | APPROVED | 2015-12-11 |
| TX | RA | APPROVED_RES | 2015-12-11 |
| MT | RA | APPROVED | 2010-06-29 |
| OH | RA | APPROVED | 2000-11-07 |
Branch Locations
8500 Station Street Suite 300G, Mentor, OH 44060 • United States
3 disclosure categories 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. | Beachwood | OH | 11/1999 | Present |
| Concord Advisors, Inc. | Concord | OH | 01/2000 | 04/2019 |
| Grand River Capital, Llc | Mentor | OH | 04/2019 | Present |
1) LIFE INSURANCE TRAILS FROM VARIOUS COMPANIES INSURANCE/// 2) Grand River Capital LLC.. Mentor, Ohio; 100% Owner; Executive officer providing benefits and payroll to the staff of Grand River Capital; Management and the same as Concord; Not investment related. Started 4/1/19; Over 40 hours per month. Compensation is base salary with annual distributions./// 3) The James D Yurman Revocable Living Trust Dated February 6th, 2014, Trustee, 946 Cranbrook Drive, Brecksville Ohio 44141, Execution of clients estate directions in his trust, not investment related, 1-5 hours per month, started 11/2014./// 4) The Bill and Ruth Mary Service Foundation, Treasurer, Charitable Foundation , started 4/10/19, 1-5 hours per month, The intent is to provide support to the Andover community in Ohio , receive compensation for my services to the foundation through advisory fees.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-20 |
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