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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 |
| OR | RA | APPROVED | 2025-01-01 |
| VT | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2020-03-10 |
| MA | RA | APPROVED | 2019-08-06 |
| CT | RA | APPROVED | 2007-03-28 |
Branch Locations
201 East Center Street Suite 200, Manchester, CT 06040 • United States
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 |
|---|---|---|---|---|
| Self/ Wolff Insurance, Inc. | Vernon | CT | 10/1977 | Present |
| Gg&D | Vernon | CT | 02/1979 | Present |
| Minnesota Life | St Paul | MN | 05/1982 | Present |
| Valmark Securites, Inc. | Akron | OH | 03/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 03/2007 | Present |
1)REAL ESTATE PARTNERSHIPS FAMILY. KKB, EXIT 97-ADDRESS FOR ALL 93 ORCHARD HILL DRIVE, WETHERSFIELD, CT 06109. ONE HOUR A MONTH FOR ALL; SINCE 1988. /// 2)I SELL GROUP INSURANCE, MOSTLY SPLIT, I SELL, THEY SERVICE; A FEW HOURS A MONTH; SINCE 1977./// 3)I SELL LIFE INSURANCE, GROUP INSURANCE, LTD INSURANCE AND DISABILITY INSURANCE./// 4)SPEAKING ENGAGEMENTS, FOR WHICH I AM PAID./// 5) CT SECTION PGA GOLF FOUNDATION, CARRIAGE HOUSE, 931 MAIN STREET; SO. GLASTONBURY, CT 06073; CHARITY PROMOTING GOLF; BOARD MEMBER; ATTEND 10 MEETINGS PER YEAR; NOT INVESTMENT RELATED; STARTED 04/01/2014; NO FINANCIAL INTEREST; 1-5 HOURS PER MONTH; NOT CLIENT RELATED; NO CONFLICT OF INTEREST; UNCOMPENSATED POSITION./// 6) Connecticut Center for Entrepreneurship & Innovation, University of Connecticut, 2100 Hillside Road, Storrs, CT 06269; College sponsored organization giving grants to individuals for new concepts and technologies; Operating Board Member; evaluate grant applications, attend board meetings; started 09/2015; no compensation/// 7)Ellington ridge purchasing corporation; Ellington, CT; board member; meet 2 to 4 times a year to approve lease and other various things; own 1 of 320 shares; no compensation./// 8) Wolff Insurance Inc.; 201 East Center Street, Suite 200, Manchester, CT. 06040; President, own operate and sell; YES Investment Related; Start Date 1977; i own 50%; Approximately 40+ hrs. per month; i am compensated from income i generate for the business./// 9) fixed insurance/ fixed annuity sales; various carriers; 05/2024; not investment related; 1-5 hours; commissions./// 10) Thomas and Bette Wolff family Charitable foundation; start 07/1986; board of directors for a charity; Manchester, CT; attend annual meetings; not investment related; 1-5 hours/ month; no compensation.// 11) Lakewood National Country Club; Lakewood Ranch, FL; start 03/2025; lifestyle golf country club; member of finance committee; attend meetings and discuss finance and budget; not investment related; 1-5 hours/ month; no compensation./
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-08 |
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