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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ross & Company. Pc | Wyomissing | PA | 02/2002 | 06/2026 |
| Valmark Securities, Inc. | Akron | OH | 09/2014 | Present |
| Valmark Advisors, Inc. | Akron | OH | 11/2014 | Present |
1) Consulting Services; 18 Catherine Street - Suite 104, Shillington, PA 19607; Perform project related tasks to evaluate client's accounting procedures and train existing staff; NOT Investment Related; Start Date 1/1/2023; Approximately 40+ hrs. per month; Client company issued check supported by annual Form 1099./// 2) Executor; Inventory estate assets, liquidate and distribute to beneficiaries. Engage tax and legal services to file all required reports to governmental agencies; NOT Investment Related; Approximately 11-20 hrs. per month; Potential for modest executor fees.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-02 |
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