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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-11-09
WV RA APPROVED 2010-12-08
OH RA APPROVED 2000-02-24
  • CA RA
    APPROVED
    Since 2015-11-09
  • WV RA
    APPROVED
    Since 2010-12-08
  • OH RA
    APPROVED
    Since 2000-02-24

Branch Locations

2700 Kull Road, Lancaster, OH 43130 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Lancaster OH 07/1998 Present
Ruff & Associates, Inc. Lancaster OH 09/2015 Present
Valmark Advisers, Inc. Akron OH 02/2000 Present
  • 07/1998 → Present
    Valmark Securities, Inc.
    Lancaster, OH
  • 09/2015 → Present
    Ruff & Associates, Inc.
    Lancaster, OH
  • 02/2000 → Present
    Akron, OH
Other Businesses

1. INSURANCE COMMISSIONS/TRAILS; Fixed insurance/LTC Commissions received for business placed directly to carriers; from a number of insurance carriers./// 2. Hammer, Ruff & Associates, Tax and Consulting, Inc.; 2700 Kull Road, Lancaster, OH 43130; CPA Tax and Accounting Firm; Vice-President; Administration of the firm and tax and TPA accounting activities; started 09/2015; not investment related; financial interest-I am the co-owner of the company; comp-profits./// 3. Fairfield Financial Solutions, Inc.; 2700 Kull Road, Lancaster OH 43130; Sale of fixed annuities outside of Valmark; investment related; started 08/1997; 50% Owner; compensation-commissions./// 4. Ohio State University; Fairfield County 4-H Endowment Board Past Chair; Lancaster, OH; Start Date 1/1/21; attends board meetings and events, provides support and advice, serve as ambassador, assist in coordinating events and activities; not investment related; volunteer position; no compensation./// 5. Hockingport Investments, LLC, 1120 Ginder Road, Lancaster, OH 43130; Real Estate; Sole Owner; Real Estate Manager; IS Investment Related; 10/1/2019 start date; Yes has financial interest in company; Sole Owner of personal real estate; Approximate 1-5 hrs. per month; compensation is potential & future rental income./// 6. Hammer, Ruff & Associates CPAs, LLC; 2700 Kull Road, Lancaster, OH 43130; Co-Owner President 99%; NOT Investment Related; Start Date 1/2021; Approximately 1-5 hrs. per month./// 7. RaH Enterprises, LLC; 2700 Kull Road, Lancaster, OH 43130; Commercial Building, Co-Owner - Rental Management; NOT Investment Related; Start Date 1/1/2025; Approximately 1-5 hrs. per month; Compensated by Rents.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-18
  • S63 Uniform Securities Agent State Law Examination
    1999-01-18

View on SEC IAPD

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