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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-09 |
| VA | RA | APPROVED | 2015-09-18 |
Branch Locations
11818 Rock Landing Drive Suite 201, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Consultants Of Va Inc. | Newport News | VA | 09/1980 | Present |
| Insurance Brokers Of Virginia, Inc, | Newport News | VA | 12/2002 | Present |
| Valmark Securities, Inc. | Akron | OH | 12/2008 | Present |
| Miller Advisory Services, Inc. | Newport News | VA | 02/2009 | Present |
| Valmark Advisers, Inc. | Akron | OH | 09/2015 | Present |
1.PRES./OWNER OF INSURANCE CONSULTANTS OF VIRGINIA, INC.// 2. NOTARY// 3. OWNER AND PRESIDENT OF INSURANCE BROKERS OF VIRGINIA, INC./// 4. RIVERWOOD ASSOCIATION, LTD; 22511 CYPRESS POINT ROAD, WILLIAMSBURG, VA 23185 ; MEMBERSHIP ORGANIZATION; Secretary/Treasurer; ADMINISTRATIVE ONLY; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 10/2014; NO COMPENSATION/// 5 . Miller Advisory Services, Inc., 16810 Holly Point Rd., Williamsburg, VA 23185; Consulting Services - NOT INVESTMENT RELATED; Owner; Fee based Insurance Consulting; employed Feb 2009- present. 6. William & Mary Athletic Foundation; Board Member; NOT Investment Related; Start Date 9/18/2020; Approximately 1-5 hrs. per month; Not Compensated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-26 |
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