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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-04-28
  • AZ RA
    APPROVED
    Since 2023-04-28

Branch Locations

130 Springside Dr., Akron, OH 44333 • 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
Valmark Financial Group Akron OH 05/2022 Present
Truist Bank Bethesda MD 04/2005 04/2022
  • 05/2022 → Present
    Valmark Financial Group
    Akron, OH
  • 04/2005 → 04/2022
    Truist Bank
    Bethesda, MD
Previous Registrations
Other Businesses

1) 59 Labs, Inc.; 7497 Brook Hollow Loop Rd, Park City, UT 84098; Leveraging technology and access to certain research materials created by legal and industry experts, 59 Labs, Inc. is an on-demand advanced markets platform built to help life insurance agents grow their expertise in advanced markets strategies and sales. The company delivers training and tools deigned to equip producers and home office personnel with key resources to help them identify, structure and close sophisticated planning opportunities; Consultant; Provide insight into the marketplace, topics needed, technical expertise and possible webinars for participants; NOT Investment Related; Start Date TBD; No Financial Interest at this time, However, in exchange for services, equity may be granted; Approximately 1-5 hrs. per month; no direct compensation shall be paid other than possible grant of restricted equity in company (to be determined, but less than 15%).///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2023-04-19
Designations
Other Names
  • Michael F Amoia
  • Michael Francis Amoia

View on SEC IAPD

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