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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-08-30 |
Branch Locations
1444 Michigan St., Suite 1, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lawson Insurance Services | Grand Rapids | MI | 09/1996 | Present |
| Valmark Advisers, Inc. | Akron | OH | 05/2022 | Present |
1. OWNER OF OPPORTUNITY CONCEPTS LLC - NON INVESTMENT RELATED; STARTED IN 2004; Insurance Consulting on Fixed Life Insurance and offering litigation support/expert witness services; Approximately 100 hrs. per month, compensated by distributions. /// 2. LAWSON INSURANCE SERVICES INC. - SALE AND DISTRIBUTION OF INSURANCE PRODUCTS; Owner/President; NOT Investment Related; Start date 2001; Approximately 6-10 hrs. per month; Paid via Payroll./// 3. 1444 Michigan St, LLC; owner of office business for rent; start 2014; Managing Office Building; not investment related; 6-10 hours/month; rental income./// 4, 345Mayfield, LLC; 4440 Leonard St NE, Grand Rapids, MI 49525; Member; Real estate management; NOT Investment Related; Start Date 2016; 100% owner; Approximately 1-5 hrs. per month; Rental profits.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-29 |
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