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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-15 |
| OR | RA | APPROVED | 2026-04-13 |
| UT | RA | APPROVED | 2026-04-13 |
| WI | RA | APPROVED | 2026-04-13 |
| IN | RA | APPROVED | 2026-01-13 |
| VA | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2023-10-02 |
| FL | RA | APPROVED | 2023-05-30 |
| GA | RA | APPROVED | 2023-02-10 |
| NC | RA | APPROVED | 2023-02-08 |
| PA | RA | APPROVED | 2023-02-08 |
| KY | RA | APPROVED | 2023-01-11 |
| NY | RA | APPROVED | 2023-01-11 |
| OH | RA | APPROVED | 2006-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 12/2005 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2006 | Present |
1) GUARDIAN WHOLE LIFE/DI COMMISSIONS, ANTHEM MEDICAL COMMISSIONS, NORTHWESTERN MUTUAL(NML)RENEWAL COMMISSIONS FOR MY 13 YEARS WITH NML PRIOR TO VALMARK, ALLIANZ PRODUCER PERK BONUS FROM PERKS EARNED PRIOR TO VALMARK./// 2) OWNER GOOD STEWARD FARMS, LLC (IN WIFE'S NAME) - BREEDING MINIATURE DONKEYS./// 3) SECURE FUTURE TAX ADVISORS LLC, TAX PREPARATION AND TAX PLANNING, NOT INVESTMENT RELATED./// 4)SECURE FUTURE ADVISORS INVESTMENT PROPERTIES LLC; 4489 & 4491 FAR HILLS AVE. , KETTERING, OHIO 45429; COMMERCIAL BUILDING; OWNER/SOLE MEMBER LLC; I PURCHASED THE BUILDING I OPERATE SECURE FUTURE ADVISORS & SECURE FUTURE TAX ADVISORS LLC, AND ALSO HAVE A TENANT WHO OPERATES A GENERAL DENTISTRY PRACTICE; NOT INVESTMENT RELATED; FINANCIAL INTEREST-I AM 100% OWNER AS SOLE MEMBER OF SECURE FUTURE ADVISORS INVESTMENT PROPERTIES LLC, AND COLLECT RENTS FROM THE GENERAL DENTIST PRACTICE; COMP- LEASE SPACE & COLLECT RENT FROM DENTIST PRACTICE./// 5) Secure Future Tax Advisors LLC, 4489 Far Hills Ave., Kettering, Ohio 45429; Tax Preparation & Tax Planning; Owner; purchased a CPA practice from a retiring CPA on 12-1-2016. I will own this business but will not be preparing taxes, and just managing the business and clientele relationships; not investment related; started 12/01/16; 100% owner; Compensation-net profits of business each year./// 6.) Chapter President of American Financial Education Alliance; 8514 McAlpine Park Dr. STE 280 Charlotte, NC 28211; non-profit organization; investment related; duties include teaching financial education courses in libraries, colleges, and community centers. 6-10 hours/ month/// 7.) Financial Independence Group(FIG), 19520 W Catawba Ave # 200, Cornelius, NC 28031; FMO/IMO Brokerage Group; Agent; To be able to offer One America LTC solutions to new & existing clients, have service support, marketing and illustration support; not investment related; started 06/2018; compensation-commissions/// 8.) The Secure Future Advisor Book; 4489 Far Hills Ave., Kettering Ohio 45429; The Secure Future Advisor Book, Escape the Fatal Tax Traps, Create a Sustainable Income and Enjoy An Inflation-Proof Retirement Leadership Stewardship and Relationship; Author of Book; Use Book for Influence, Marketing, Prospecting with Current Clients, Centers of Influence, and Prospective Clients; YES, Investment Related; Start Date 09/29/2025; Financial Interest - YES, Sales from Book on Amazon Kindle; Approximately 1-5 hrs. per month; Paid by Book Sales on Amazon Kindle.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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