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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-15 |
| AL | RA | APPROVED | 2025-02-27 |
| OH | RA | APPROVED | 2024-09-06 |
| MD | RA | APPROVED | 2022-08-22 |
| OR | RA | APPROVED | 2022-06-07 |
| IN | RA | APPROVED | 2021-11-18 |
| CT | RA | APPROVED | 2021-11-08 |
| NY | RA | APPROVED | 2021-04-06 |
| MA | RA | APPROVED | 2020-09-03 |
| NH | RA | APPROVED | 2020-08-24 |
| WA | RA | APPROVED | 2020-08-19 |
| DE | RA | APPROVED | 2020-08-18 |
| FL | RA | APPROVED | 2020-08-18 |
| NV | RA | APPROVED | 2020-08-11 |
| CA | RA | APPROVED | 2020-08-05 |
| IL | RA | APPROVED | 2020-08-05 |
| NJ | RA | APPROVED | 2020-08-05 |
| RI | RA | APPROVED | 2020-08-05 |
| ME | RA | APPROVED | 2020-08-04 |
| SC | RA | APPROVED | 2020-08-04 |
| CO | RA | APPROVED | 2020-08-03 |
| NC | RA | APPROVED | 2020-08-03 |
| PA | RA | APPROVED | 2020-08-03 |
| TX | RA | APPROVED | 2020-08-03 |
| VA | RA | APPROVED | 2020-08-03 |
| WI | RA | APPROVED | 2020-08-03 |
Branch Locations
1080 Pittsford Victor Rd., Suite 201, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent | Horsham | PA | 11/2007 | 08/2020 |
| Penn Mutual Life Ins Co | Horsham | PA | 11/2007 | 08/2020 |
| Valmark Securities, Inc. | Akron | OH | 08/2020 | Present |
| Valmark Advisers, Inc. | Akron | OH | 08/2020 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COORDINATED PLAN, INC. | POSITION HELD: AGENT| ADDRESS: 1180 PITTSFORD VICTOR ROAD PITTSFORD, NY 14534 | START DATE: 3/15/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS./// 2) REAL ESTATE, NOT INVESTMENT-RELATED, 2710 WEST HENRIETTA ROAD, ROCHESTER, NY 14623, REAL ESTATE PROPERTY, SILENT PARTNER, START DATE: JULY 2011, APPROXIMATE NUMBER OF HOURS/MONTH: LESS THAN 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: SILENT PARTNER - NO DUTIES./// 3) JEWISH FEDERATION OF ROCHESTER | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PRESIDENT| ADDRESS: 255 EAST AVENUE ROCHESTER NY 14607 | START DATE: 7/1/2025 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: 10-20 | DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS AND SET STRATEGY AND VISION FOR ORGANIZATION./// 4) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: COORDINATED PLAN | POSITION HELD:PRESIDENT OWNER | ADDRESS: 1080 PITTSFORD VICTOR ROAD PITTSFORD, NY 14534 | START DATE: 1/1/1998 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-21 |
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