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Mary Harvey

Valmark Advisers, Inc.

Beachwood, OH

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-06-23
MA RA APPROVED 2025-06-16
FL RA APPROVED 2020-08-13
OH RA APPROVED 2006-10-18
  • MI RA
    APPROVED
    Since 2025-06-23
  • MA RA
    APPROVED
    Since 2025-06-16
  • FL RA
    APPROVED
    Since 2020-08-13
  • OH RA
    APPROVED
    Since 2006-10-18

Branch Locations

26949 Chagrin Blvd. Suite 104, Beachwood, OH 44122 • 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
Minnesota Mutual /Executive Mayfield Village OH 07/1993 Present
Valmark Securities, Inc. Beachwood OH 11/1997 Present
Mh Planning Pepper Pike OH 07/1999 Present
Valmark Advisors, Inc. Akron OH 10/2006 Present
Paramount Financial Services, Llc Beachwood OH 11/2000 04/2020
River Financial Group Beachwood OH 04/2020 Present
  • 07/1993 → Present
    Minnesota Mutual /Executive
    Mayfield Village, OH
  • 11/1997 → Present
    Valmark Securities, Inc.
    Beachwood, OH
  • 07/1999 → Present
    Mh Planning
    Pepper Pike , OH
  • 10/2006 → Present
    Valmark Advisors, Inc.
    Akron, OH
  • 11/2000 → 04/2020
    Paramount Financial Services, Llc
    Beachwood, OH
  • 04/2020 → Present
    River Financial Group
    Beachwood, OH
Other Businesses

-INSURANCE COMMISSIONS/TRAILS FROM ANTHEM,FIRST COLONY, TASC RENEWALS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-11-24
  • S63 Uniform Securities Agent State Law Examination
    1995-11-24
Designations

View on SEC IAPD

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Other Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER
Brian Mitchell Duffield
Forrest Duncan Kuchling
Rachel M Smylie
AILEEN PATRICIA BOST
Nicholas James Evans

Other Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH

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