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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 2025-06-18
VT RA APPROVED 2025-01-01
VA RA APPROVED 2023-08-23
SD RA APPROVED 2023-01-23
NY RA APPROVED 2022-11-16
MA RA APPROVED 2022-02-15
  • OH RA
    APPROVED
    Since 2025-06-18
  • VT RA
    APPROVED
    Since 2025-01-01
  • VA RA
    APPROVED
    Since 2023-08-23
  • SD RA
    APPROVED
    Since 2023-01-23
  • NY RA
    APPROVED
    Since 2022-11-16
  • MA RA
    APPROVED
    Since 2022-02-15

Branch Locations

2227 Washington Street, Suite 303, Newton, MA 02462 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Longy School Of Music Of Bard College Cambridge MA 09/2017 Present
Neave Trio Carlisle MA 09/2010 Present
Uber Boston MA 06/2016 05/2021
Lyft Boston MA 06/2016 05/2021
Needham Public Schools Needham MA 09/2018 09/2021
Capital Formation Group Wellesley MA 10/2021 Present
Valmark Securities, Inc Akron OH 12/2021 Present
Valmark Advisers Akron OH 01/2022 Present
  • 09/2017 → Present
    Longy School Of Music Of Bard College
    Cambridge, MA
  • 09/2010 → Present
    Neave Trio
    Carlisle, MA
  • 06/2016 → 05/2021
    Uber
    Boston, MA
  • 06/2016 → 05/2021
    Lyft
    Boston, MA
  • 09/2018 → 09/2021
    Needham Public Schools
    Needham, MA
  • 10/2021 → Present
    Capital Formation Group
    Wellesley, MA
  • 12/2021 → Present
    Valmark Securities, Inc
    Akron, OH
  • 01/2022 → Present
    Valmark Advisers
    Akron, OH
Other Businesses

1.) Neave Trio; Non-investment; 104 Hart Farm Rd., Carlisle MA 01741; Chamber Music ensemble./// 2.) Cellist; 09/2010; 40 hr/m; 2 hours/day; Performing/recording and rehearsing./// 3.) Longy School of Music of Bard college; Non-investment; Institution of higher learning; Faculty, Cello and Chamber Music/Artist in Residence; 10 hours/ month; 1 hour per day; Teaching cello and chamber music, performing faculty concerts./// 4.)DoorDash; 303 2nd St, Suite 800, San Francisco, CA 94107; delivery driver; NOT Investment related; Start date 12/2022; Approximately 21-40 hrs. per month; Paid per delivery./// 5.) Capital Formation Group; 62 Walnut St., Wellesley, MA 02481; Advisor; YES Investment Related; Start Date 3/1/2022; Approximately 21-40 hrs. per month; Salary./// 6.) Curry College; 1071 Blue Hill Ave, Milton MA 02186; Faculty; Teaching cello lessons; NOT Investment Related; Start Date 9/1/2022; Approximately 1-5 hrs. per month; Paid hourly wage./// 7.) Virginia Commonwealth University School of Arts; 325 N Harrison St #201, Richmond, VA 23284; Assistant Professor; Teaching Cello, Chamber Music and Music Courses; NOT Investment Related; Start Date 8/16/2023; Approximately 6-10 hrs. per month; Salaried position with bi-weekly payments.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-06
  • S66 Uniform Combined State Law Examination
    2022-01-06

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