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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-09 |
| SC | RA | APPROVED | 2023-11-21 |
| NV | RA | APPROVED | 2021-09-13 |
| NY | RA | APPROVED | 2021-04-06 |
| NH | RA | APPROVED | 2019-07-24 |
| NC | RA | APPROVED | 2017-10-09 |
| AK | RA | APPROVED | 2014-11-25 |
| MA | RA | APPROVED | 2011-08-11 |
| FL | RA | APPROVED | 2011-04-25 |
| ME | RA | APPROVED | 2004-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebel & Harriman | Portland | ME | 01/2003 | Present |
| Valmark Advisers, Inc. | Akron | OH | 06/2004 | Present |
| Valmark Securities, Inc. | Akron | OH | 10/2003 | Present |
1) Lebel & Harriman, LLP; 366 US Route 1, Falmouth, ME 04105; Financial Advisor; Financial planning and investment advise; YES Investment Related; Start Date 1/15/2003; Approximately 40+ hours per month; Salary./// 2) Scarborough Education Foundation; Scarborough, ME; Non-profit organization which funds grant requests from Scarborough teachers.; start 01/2026; Treasurer; financial reporting, maintaining checking account; NOT investment related; 1-5 hours/month; no compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-11 |
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