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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2021-01-19 |
| AL | RA | APPROVED | 2021-01-15 |
| PA | RA | APPROVED | 2021-01-15 |
| LA | RA | APPROVED | 2019-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Jackson | MS | 05/1969 | Present |
| Valmark Securities, Inc. | Akron | OH | 10/1998 | Present |
| Centerpoint Advantage | Flowood | MS | 04/2000 | 12/2024 |
| Valmark Advisers, Inc. | Akron | OH | 05/2019 | Present |
| Pickett Bradford & Associates, P. A. | Flowood | MS | 09/1983 | 12/2024 |
1. Pickett, Bradford& Assoc. PA/Investment Related for non-securities insurance products/Flowood, MS/MS Professional Corp licensed to sell life and health insurance/9-1983/30 hours per month during trading hours/own and operate Firm, sell and service life and health policies for a commission./// 2. Bradford Settlement Co/Inv. Related/Atlanta, GA/Settlement Co/1-2010/1 hour month during trading hours/structured settlement annuity contracts in connection with litigation and other financial settlements for a fee or commission./// 3. Engaged by various attorneys-Self Employed/Not Inv Related/Flowood, MS/Litigation Consulting/expert witness life insurance related litigation/1983/2 hours month during trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-27 |
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