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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-12-01 |
| RI | RA | APPROVED | 2022-08-18 |
| CO | RA | APPROVED | 2021-05-19 |
| NY | RA | APPROVED | 2021-04-06 |
| SD | RA | APPROVED | 2019-11-27 |
| MA | RA | APPROVED | 2019-11-21 |
| NJ | RA | APPROVED | 2019-11-13 |
Branch Locations
2227 Washington Street, Suite 303, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Formation Ins Agency | Wellesley Hills | MA | 06/1985 | Present |
| Capital Formation Group Inc. | Wellesley Hills | MA | 01/1986 | Present |
| Valmark Securities, Inc. | Akron | OH | 07/2009 | Present |
1.) Capital Formation Group, Inc. (CFG) 1985 - Present; owner; GFG markets financial services to members of the public./// 2.) Caravan Biologix, Inc; 6 Sunny Lane Andover, NJ 07821; Seeking Cure of Solid Tumors; Consultant; To consult to The Company on Insurance and related matters; NOT investment related; Start 3/2026; 1-5 hrs per month; Stock Options will be issued.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-01 |
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