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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-03 |
| WI | RA | APPROVED | 2025-08-25 |
| OR | RA | APPROVED | 2024-11-18 |
| FL | RA | APPROVED | 2024-03-25 |
| NV | RA | APPROVED | 2024-03-25 |
| AK | RA | APPROVED | 2024-03-20 |
| PA | RA | APPROVED | 2024-03-20 |
| SC | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED | 2024-03-20 |
| NC | RA | APPROVED | 2023-12-14 |
| OH | RA | APPROVED | 2023-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omega Pensions, Inc. | Cleveland | OH | 02/2014 | Present |
| Valmark Securities, Inc. | Akron | OH | 10/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2023 | Present |
1.) OMEGA PENSIONS; INTERACT WITH PERSONNEL REGARDING USE OF WEBSITES AND COMMUNICATION; SUPPORT BACK OFFICE EMPLOYEES OF CLIENTS; NOT INVESTMENT RELATED // 2.) Miami University Community Federal Credit Union; 31 Lynn St, Oxford, OH 45056; Alumni Advisory Council on Financial Education; Advisory Role to the Board of Directors; Not Investment Related; Start Date 11/10/2022; Approximately 1-5 hrs. per month; No compensation will be received in this role.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-26 |
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