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Daniel T Berzinskas

Valmark Advisers, Inc.

Akron, OH

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-19
  • OH RA
    APPROVED
    Since 2021-11-19

Branch Locations

130 Springside Drive, Akron, OH 44333 • 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
OrganizationCityStateFromTo
Jpmorgan Securities Llc Streetsboro OH 11/2013 01/2018
Jpmorgan Chase Bank Streetsboro OH 11/2013 01/2018
Lpl Financial, Llc Cuyahoga Falls OH 01/2018 06/2018
Promotion And Engagement Services Co-Op Hudson OH 07/2018 11/2018
Western Southern Life Hudson OH 11/2018 08/2019
W&S Brokerage Services Cincinnati OH 01/2019 08/2019
Citizens Securities Inc Canton OH 08/2019 10/2020
Citizens Bank Canton OH 08/2019 10/2020
The Huntington Investment Company Akron OH 11/2020 10/2021
Valmark Securities, Inc Akron OH 10/2021 Present
  • 11/2013 → 01/2018
    Jpmorgan Securities Llc
    Streetsboro, OH
  • 11/2013 → 01/2018
    Jpmorgan Chase Bank
    Streetsboro, OH
  • 01/2018 → 06/2018
    Lpl Financial, Llc
    Cuyahoga Falls, OH
  • 07/2018 → 11/2018
    Promotion And Engagement Services Co-Op
    Hudson, OH
  • 11/2018 → 08/2019
    Western Southern Life
    Hudson, OH
  • 01/2019 → 08/2019
    W&S Brokerage Services
    Cincinnati, OH
  • 08/2019 → 10/2020
    Citizens Securities Inc
    Canton, OH
  • 08/2019 → 10/2020
    Citizens Bank
    Canton, OH
  • 11/2020 → 10/2021
    The Huntington Investment Company
    Akron, OH
  • 10/2021 → Present
    Valmark Securities, Inc
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-16
S63 Uniform Securities Agent State Law Examination 2019-09-03
  • S65 Uniform Investment Adviser Law Examination
    2019-12-16
  • S63 Uniform Securities Agent State Law Examination
    2019-09-03
Other Names
  • Dan Berzinskas
  • Daniel Berzinskas
  • Daniel T Berzinskas
  • Daniel Thomas Berzinskas

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
POITINGER FINANCIAL, INC.
ALDA ADVISORS, INC.
OBJECTIVE CAPITAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC

Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

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