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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Woodstock | GA | 04/2016 | 09/2022 |
| Kestra Investment Services, Llc | Woodstock | GA | 08/2003 | 09/2022 |
| Valmark Securities, Inc. | Akron | OH | 09/2022 | Present |
| Valmark Advisers, Inc. | Akron | OH | 09/2022 | Present |
1) Business Name: AdvisorServe; Canton, GA; Investment Related: No; Nature of Business: Consulting; Insurance Position, Title or Relationship: President Start Date: 1/3/2011 Hours per month: 80% - 85% (120 - 160 hours) Hours per month during trading hours: 0% - 20% (0 - 20 hours) Duties: develop relationships with centers of influence in order to generate insurance sales./// 2) Rental Property owned under name; 450 Bradshaw Lane Canton, GA 30115; single family residential home rental. My son and his family cannot afford a home at the present time, so we bought a house and now rent it to them for nominal rent (which may ultimately be classified as part gift). To the extent they can pay more than $500 per month to cover insurance and taxes, we hold the excess funds for future assistance as a down payment whenever they can buy the house from us at cost; pay bills and discuss repairs with renters; Investment related; Landlord; start: 5/2024; 1-5 hrs per month; receive rent every month.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-17 |
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