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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-10 |
| WV | RA | APPROVED | 2023-02-27 |
| RI | RA | APPROVED | 2021-12-20 |
| SC | RA | APPROVED | 2021-09-17 |
| LA | RA | APPROVED | 2020-11-24 |
| NC | RA | APPROVED | 2020-07-23 |
| CA | RA | APPROVED | 2014-11-19 |
| MI | RA | APPROVED | 2012-05-11 |
| OH | RA | APPROVED | 2011-07-25 |
| IN | RA | APPROVED | 2011-07-22 |
| KY | RA | APPROVED | 2011-07-22 |
Branch Locations
250 Grandview Drive, Suite 475, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2011 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2011 | Present |
| Broadview Financial Advisors, Llc | Cincinnati | OH | 01/2015 | Present |
1) I RECEIVE INCOME FROM THE SALE OF FIXED LIFE INSURANCE AND DISABILITY INSURANCE FROM EXECUTIVE INSURANCE, INC./// 2) Broadview Holdings, Inc. dba- Broadview Financial Advisors, Owner, I have a 30% ownership interest in Broadview Holdings, Inc.. I am paid a salary and then share in 30% of profits of entity, 21-40 hours per month, investment related./// 3) CASA for Kids, Board President, started 1/1/22, non-profit entity that represents children in family court who have suffered abuse, neglect, or live in homes with drug and alcohol abuse, not investment related, 1-5 hours per month./// 4) Treasurer; Stephanie Dietz, running for KY State Representative; NOT Investment Related: Start Date 2/1/2022; Approximately 1-5 hrs. per month; No Compensation./// 5) Treasurer; Prestwicke/Canterbury Homeowners Association, Inc.; PO Box 175826, Edgewood, KY 41017; NOT Investment Related; Start Date 1/1/2022; Approximately 1-5 hrs. per month; No Compensation.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-17 |
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