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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-01-23 |
| TX | RA | APPROVED_RES | 2011-01-07 |
| WV | RA | APPROVED | 2011-01-07 |
| OH | RA | APPROVED | 2009-12-18 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwendeman Agency, Inc. | Marietta | OH | 02/1980 | Present |
| Valmark Securities, Inc, | Akron | OH | 04/2009 | Present |
| Valmark Advisers, Inc, | Akron | OH | 12/2009 | Present |
1. LARMARK LLC, MARIETTA, OH/USA-GENERAL MANAGER AND 1/2 OWNER; LARMARK OWNS THE BUILDING THAT HOUSES THE SCHWENDEMAN AGENCY,INC.; Rental income is generated./// 2. INDEPENDENT FULL SERVICE INSURANCE AGENCY, INCLUDING PROPERTY AND CASUALTY, GROUP AND INDIVIDUAL HEALTH INSURANCE AND AM ALSO 50% SHAREHOULDER OF SCHWENDEMAN AGENCY, INC./// 3. Mid-Ohio Valley, i.e. low cost natural gas, water for manufacturing and transportation, and proximity to 50% of the North American market. Volunteers and staff of the Shale Crescent will be calling on the top 200 energy users in the world to locate their businesses in the Mid-Ohio Valley. The officers and board of Shale Crescent USA, Inc. will all be volunteers. The business has one employee and one contract (1099) employee. The business is a 501(c-4) entity. I serve as Chairman of the Board. Contributions to finance operations will be directed to the Marietta Community Foundation. Not investment related. 11-20 hours per month. No compensation will be paid./// TRUSTEE, SCHWENDEMAN AGENCY, INC., 401(K) PROFIT SHARING PLAN/// 4. VALLEY CONSOLIDATED INS. AGENCY, 50% OWNER, VP/// 5. HRO, LLC, 50% OWNER HUMAN RESOURCES OUTSOURCING COMPANY/// 6. PRESIDENT/OWNER OF MARKBORN MANAGEMENT CO., INC. PROVIDES SEMINAR AND MARKETING FOR THE SCHWENDEMAN AGENCY, INC. RECEIVE FEES PAID BY SCHWENDEMAN AGENCY, INC./// 7. MARIETTA COUNTRY CLUB; FINANCE COMMITTEE MEMBER; STARTED 11/2013; REVIEWS THE FINANCES OF THE CLUB AND HELPS CREATE THE BUDGET; NOT INVESTMENT RELATED; NO CLIENT CONTACT; NO COMPENSATION./// 8.MARIETTA COUNTRY CLUB, INC., 705 PIKE STREET MARIETTA OH 45750, GOLF COUNTRY CLUB,BOARD OF DIRECTORS-PRESIDENT,ONE OF 9 BOARD MEMBERS WHO WILL OVERSEE CLUB OPERATIONS AND MAKE POLICY DECISIONS. NON INVESTMENT RELATED.START DATE 1/1/17.HAS A FINANCIAL INTEREST IN THE COMPANY; A FAMILY EQUITY MEMBERSHIP.1-5 HOURS A MONTH.NO COMPENSATION WILL BE PAID TO ME./// 9. Marathon Health, LLC, Direct Pay Primary Care Clinic for health services, The health insurance dept of Schwendeman Agency, Inc, of which I am 50% owner, is having discussions with employer clients about starting clinics with e Marathon Health, 6-10 hours per month, may earn commission.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-01 |
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