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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2002-10-25 |
Branch Locations
8500 Station Street Suite 300G, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James D Yurman | Cleveland | OH | 04/1962 | Present |
| Minnesota Mutual | St Paul | MN | 11/1963 | Present |
| Valmark Securities, Inc. | Cleveland | OH | 10/1997 | Present |
| Concord Advisors Ria | Concord | OH | 06/2008 | Present |
1. Sales of life insurance and disability insurance thru various carriers; NOT Investment Related; Approximately 1-5 hrs. per month./// 2. KB IV, LLC; KB SCHAUMBURG, LLC; RESTAURANT; OWNER-INVESTOR; START DATE 06/2015; NOT INVESTMENT RELATED; NO CLIENT CONTACT; COMPENSATION-FROM PROFITS/// 3. KUMAS CORNER SCHAUMBERG; 5301 GRANT AVENUE, SUITE 100, CLEVELAND, OHIO 44125; RESTAURANT - BURGERS & CRAFT BEERS WITH FULL BAR SERVICE; CLASS A SHARE INVESTOR; SILENT INVESTOR; NOT INVESTMENT RELATED; STARTED 07/2015; FINANCIAL INTEREST-1.99995% OWNER OF CLASS A SHARE @$75,000; COMP- QUARTERLY ON OVERALL RESTAURANT SALES WITH A MINIMUM 8% GUARANTEE ON MY INITIAL INVESTMENT OF $75,000/// 4. BLAZE PIZZA FIRE PITT PIZZA, LLC, PASADENA, CALIFORNIA; PIZZA RESTAURANT; 5% INVESTOR; 5 SEPARATE STORES IN THE PITTSBURG AREA; NOT INVESMENT RELATED; START 03/01/2016; FINANCIAL INTERST-5% INVESTOR; COMPENSATION-QUARTERLY CHECKS OF PROFITS///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-14 |
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