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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-02-11 |
Branch Locations
8500 Station Street Suite 300G, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 05/2008 | Present |
| Concord Advisors | Concord | OH | 03/2008 | Present |
| Concord Advisors, Ria | Concord | OH | 02/2010 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2016 | Present |
1) STATE CERTIFIED ELECTRICAL CONTRACTOR-DO SMALL ELECTRICAL JOBS, MOSTLY RESIDENTIAL. NOT INVESTMENT RELATED, HAVE BEEN DOING THIS SINCE 2000; LESS THAN 200 HOURS PER YEAR SPENT DOING ELECTRICAL WORK./// 2) Grand River Capital, LLC; 8500 Station St., Ste. 300G, Mentor, OH 44060; Administration and IT contact; YES Investment Related; Start Date 1/2000; Approximately 11-20 hrs. per month; W2 salary.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-02 |
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