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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-01
MA RA APPROVED 2023-02-27
NC RA APPROVED 2021-05-10
FL RA APPROVED 2020-12-21
VA RA APPROVED 2020-01-14
PA RA APPROVED 2014-10-20
  • NY RA
    APPROVED
    Since 2023-09-01
  • MA RA
    APPROVED
    Since 2023-02-27
  • NC RA
    APPROVED
    Since 2021-05-10
  • FL RA
    APPROVED
    Since 2020-12-21
  • VA RA
    APPROVED
    Since 2020-01-14
  • PA RA
    APPROVED
    Since 2014-10-20

Branch Locations

955 Penn Avenue, Wyomissing, PA 19610 • 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
Valmark Securities, Inc. Akron OH 10/2014 Present
Valmark Advisers, Inc. Akron OH 10/2014 Present
Previous Registrations
  • 2010-06-16 → 2014-10-23
    Shillington, PA
    Wyomissing, PA
  • 2003-01-23 → 2010-06-15
    Kestra Investment Services, Llc
    Wyomissing, PA
    Wyomissing, PA
Other Businesses

1) Berks County PA Election Services: Judge of Elections in Maidencreek Township 4th Precinct; Berks County Services Center, 1st Floor, 633 Court St., Reading, PA 19601; Administration of Primary and General Elections for the County of Berks in the Commonwealth of Pennsylvania; Judge of Elections; Ensure timely opening and closing of polls and efficient operation throughout the day, assigning tasks to board members and enforcing the rules for the conduct of the election at the polling place, et al; NOT Investment Related; Start Date 04/23/2024; Approximately 1-5 hrs. per month; Compensation of approximately $300 is paid at the conclusion of the election day for training and for managing the polling place before, during and after the the primary election in spring and the general election in November.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-03-25
  • S66 Uniform Combined State Law Examination
    1998-03-25
Designations
Other Names
  • Susan Rae Wambaugh
  • Susan Rae Ebbert
  • Susan Ebbert Wambaugh

View on SEC IAPD

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