David Lawrence Mack

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-06-19

NY RA
APPROVED

Since 2023-06-19

Branch Locations

1080 Pittsford Victor Road, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank Na	Pittsford	NY	10/2009	07/2019
J.P. Morgan Securities Llc	Canandaigua	NY	10/2012	07/2019
Penn Mutual Life Insurance Co	Horsham	PA	07/2019	08/2020
Hornor Townsend & Kent Llc	Horsham	PA	08/2020	08/2020
Valmark Securities, Inc	Akron	OH	08/2020	Present
Valmark Advisers	Akron	OH	06/2023	Present

10/2009 → 07/2019

Jpmorgan Chase Bank Na

Pittsford, NY
10/2012 → 07/2019

J.P. Morgan Securities Llc

Canandaigua, NY
07/2019 → 08/2020

Penn Mutual Life Insurance Co

Horsham, PA
08/2020 → 08/2020

Hornor Townsend & Kent Llc

Horsham, PA
08/2020 → Present

Valmark Securities, Inc

Akron, OH
06/2023 → Present

Valmark Advisers

Akron, OH

Other Businesses

Coordinated Plan LLC; Pittsford, NY; start 08/2020; Registered Service advisor; client servicing; investment related; 40+ hours/ month; W-2 salary.///

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-06-14
S63	Uniform Securities Agent State Law Examination	2009-12-07

S65 Uniform Investment Adviser Law Examination

2023-06-14
S63 Uniform Securities Agent State Law Examination

2009-12-07

Other Names

David Mack

View on SEC IAPD

Current Employers

Valmark Advisers, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

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