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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-15 |
| AL | RA | APPROVED | 2025-06-20 |
| NC | RA | APPROVED | 2025-02-10 |
| IL | RA | APPROVED | 2024-11-08 |
| CA | RA | APPROVED | 2024-10-31 |
| FL | RA | APPROVED | 2024-10-31 |
| GA | RA | APPROVED | 2024-10-31 |
| NV | RA | APPROVED | 2024-10-31 |
| AR | RA | APPROVED | 2024-10-29 |
| IN | RA | APPROVED | 2024-10-29 |
| KY | RA | APPROVED | 2024-10-29 |
| NJ | RA | APPROVED | 2024-10-29 |
| NY | RA | APPROVED | 2024-10-29 |
| PA | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED | 2024-10-29 |
| VA | RA | APPROVED | 2024-10-29 |
Branch Locations
4560 Via Royale, Suite 4B, Fort Myers, FL 33919-1076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Cities Investments, Inc. | Fort Myers | FL | 12/2003 | 10/2024 |
| Triad Advisors, Llc | Norcross | GA | 04/2005 | 11/2023 |
| Silver Oak Securities, Inc | Jackson | TN | 11/2023 | 10/2024 |
| Valmark Securities, Inc. | Akron | OH | 10/2024 | Present |
| Valmark Advisors, Inc. | Akron | OH | 10/2024 | Present |
1) Paul Harris Financials, Is Not Investment Related,"4560 Via Royale, Suite 4B, Fort Myers, FL, 33919-1076, United States", Book Selling/Writing,Author,2017-08-01,4 hours per month,0 hours per month during trading hours, No Compensation Compensation, "Promotion of books I've written, promote my business."/// 2) P&B Partnership, Is Investment Related,4560 Via Royale, Suite 4B, Fort Myers, FL, 33919,Office/Rental Building ,Partner,1999-01-01,2 hours per month,0 hours per month during trading hours, No Compensation Compensation, Building maintenance /// 3) Appointments with multiple carriers, Is Not Investment Related,4560 Via Royale, Suite 4B, Fort Myers, FL, 33919,Insurance ,Personal Producing General Agent,2002-05-01,40 hours per month,180 hours per month during trading hours, Commission Compensation, Compensation - selling life insurance products; Financial Advisor. 40+hours/month./// 4) FFR Group LLC-H & H Insurance LLC,Is Not Investment Related,"514 Fullerton Ave, , Whitehall, PA, 18052, United States", Insurance, partner/producer,7/1/2024,2 hours per month,0 hours per month during trading hours, Commission Compensation, agent/// 5) Ph Financial Advisors ; Paul A. Harris, Inc.; ,Is Investment Related,"4560 Via Royale STE 4B, , Fort Myers, FL, 33919, United States", Investment/Insurance, Owner/President,5/21/2024,40 hours per month,182 hours per month during trading hours, Other Compensation./// 6) Agent; H & H Insurance Service; 514 Fullerton Ave. Whitehall, PA 18052; insurance sales; partner/producer; start 07/2024; investment related; 1-5 hours/ month; partnership to receive overrides./// 7) SouthWest Florida Association of Health Underwriters, Inc.; 4560 Via Royale, Suite 4B, Fort Myers, FL 33919; Association of insurance and benefit providers; Treasurer; Receipt and deposit and check writing abilities, Following budget; Not Investment Related; Start Date 07/01/2025; Approximately 1-5 hrs. per month; No Compensation./// 8.) 1975 Fort Myers High School 50th Reunion Committee; 4560 Via Royale Suite 4B Fort Myers, FL 33919; High School Reunion Committee; President/Treasurer; Run committee meetings and report on financials; NOT investment related; Start date 08/01/2025; Approximately 1-5 hrs. per month; No Compensation/ volunteer.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-12 |
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