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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-03 |
| OH | RA | APPROVED | 2024-02-20 |
| AL | RA | APPROVED | 2023-03-02 |
| TX | RA | APPROVED_RES | 2022-02-11 |
| KY | RA | APPROVED | 2021-12-20 |
| SD | RA | APPROVED | 2021-11-22 |
| MI | RA | APPROVED | 2021-11-09 |
| AK | RA | APPROVED | 2021-09-23 |
| VA | RA | APPROVED | 2021-09-22 |
| NY | RA | APPROVED | 2021-04-06 |
| WA | RA | APPROVED | 2021-02-16 |
| FL | RA | APPROVED | 2020-08-18 |
| MA | RA | APPROVED | 2020-08-18 |
| IL | RA | APPROVED | 2020-08-05 |
| NJ | RA | APPROVED | 2020-08-05 |
| IN | RA | APPROVED | 2020-08-04 |
| NC | RA | APPROVED | 2020-08-04 |
| SC | RA | APPROVED | 2020-08-04 |
| PA | 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 Inc | Horsham | PA | 10/2008 | 08/2020 |
| Penn Mutual Life Ins Co | Horsham | PA | 10/2008 | 08/2020 |
| Valmark Securities, Inc | Akron | OH | 08/2020 | Present |
| Valmark Advisers | Akron | OH | 08/2020 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COORDINATED PLAN | POSITION HELD: AGENT |ADDRESS: 1080 PITTSFORD VICTOR RD PITTSFORD, NY 14534 | START DATE: 3/30/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS |DESCRIPTION OF DUTIES: LIFE, ACCIDENT, HEALTH, DISABILITY AND LONG-TERM CARE INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY //// 2) Fixed insurance annuity sales; Writing Agent with various insurance carriers; Athene and National Life ;1-5 hours/month; start 05/2023; not investment related;; commissions from insurance carriers./// 3) KAFL Insurance Resources; Rochester, NY; Insurance brokerage writing agent; not investment related; 1-5 hours/month; commission income./// 4) Rental property conducted in my own name; 65 High Brush Ct, St Johns FL 32259; Rental Real Estate; Owner; Purchasing a small home to rent in my current area; investment related; 1-5 hours per month; Monthly rental income from the property.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
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