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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-09-10 |
| AL | RA | APPROVED | 2018-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2018 | Present |
| Self-Employed | Fayetteville | GA | 09/2017 | 06/2018 |
| Fidelity Bank | Peachtree City | GA | 10/2015 | 09/2017 |
| Valmark Advisers, Inc. | Akron | OH | 08/2018 | Present |
1.) Owner/Operator; Preparation of Tax Returns, NOT Investment Related, 1/1/18 Start Date; 1-5 hrs per month; Paid per return. // 2.) Eatonton, GA; Estate Administrator; description: Probate will, probate estate, execute last will and testament; October 2022; not investment related; compensation Hourly Bill.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-24 |
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