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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-09 |
| MI | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2012-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles O Moore | Lansing | MI | 07/1995 | Present |
| Valmark Securities, Inc. | Akron | OH | 10/2011 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2011 | Present |
1) ORACLE FINANCIAL SOLUTIONS;140 E. Ash Street; Mason, MI 48854; THE SALE OF INSURANCE (FIXED LIFE,DI,LTC,FIXED ANNUITY, HEALTH INSURANCE AND/OR GROUP BENEFITS).///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-01-15 |
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