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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| IL | RA | APPROVED | 2024-04-12 |
| NC | RA | APPROVED | 2023-05-02 |
| KS | RA | APPROVED | 2023-02-21 |
| PA | RA | APPROVED | 2022-10-06 |
| HI | RA | APPROVED | 2021-11-01 |
| NY | RA | APPROVED | 2021-04-06 |
| NV | RA | APPROVED | 2018-09-20 |
| MO | RA | APPROVED | 2016-11-08 |
| ME | RA | APPROVED | 2016-08-24 |
| TX | RA | APPROVED_RES | 2014-04-16 |
| SC | RA | APPROVED | 2013-10-10 |
| CT | RA | APPROVED | 2013-02-19 |
| AZ | RA | APPROVED | 2013-01-15 |
| VT | RA | APPROVED | 2013-01-08 |
| CO | RA | APPROVED | 2013-01-02 |
| OH | RA | APPROVED | 2012-03-26 |
| GA | RA | APPROVED | 2012-01-31 |
| MI | RA | APPROVED | 2011-01-14 |
| OR | RA | APPROVED | 2006-12-08 |
| FL | RA | APPROVED | 2006-01-27 |
| NH | RA | APPROVED | 2006-01-26 |
| RI | RA | APPROVED | 2006-01-26 |
| VA | RA | APPROVED | 2006-01-26 |
| MA | RA | APPROVED | 2006-01-25 |
Branch Locations
3 Heritage Way Suite 2, Glouchester, MA 01930 • United States
Ponta Vedra, FL • United States
3 Heritage Way Suite 2, Gloucester, MA 01930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-04-10 |
Branch Locations
3 Heritage Way, Suite 2, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 10/2003 | Present |
| Beauport Financial Services, Llc | Gloucester | MA | 03/1985 | Present |
| Valmark Advisors, Inc. | Akron | OH | 01/2006 | Present |
1. ENGAGEd IN THE SALE OF HEALTH INSURANCE, 401(K) AND OTHER RELATED EMPLOYEE BENEFITS THROUGH THE FOLLOWING COMPANIES: CNA, BC/BS, TUFTS, US HEALTHCARE/AETNA, LINCOLN BENEFIT, UNUM, FORTIS, THE HARTFORD, GREAT WEST, TRANSAMERICA, NEW ENGLAND, STANDARD, GUARDIAN AND TRAVELERS/// 2. BEAUPORT FINANCIAL SERVICES LLC RIA; FEE BASED FINANCIAL PLANNING; PARTNER; ALL FEES PAID DIRECTLY TO RIA; INVESTMENT RELATED/// 3. GLOUCESTER ROTARY CLUB, GLOUCESTER, MA; COMMUNITY SERVICE ORGANIZATION OF BUSINESS,PROFESSIONAL AND COMMUNITY LEADERS; MEMBER; ATTEND REGULAR MEETINGS AND PARTICIPATE IN COMMUNITY SERVICE ACTIVITIES; NOT INVESTMENT RELATED; STARTED 01/01/1987; NO COMPENSATION/// 4. ESSEX COUNTY COMMUNITY FOUNDATION; 175 ADOVER STREET, DANVERS, MA 01923; PROMOTES PHILANTHROPY IN ESSEX COUNTY BY MANAGING CHARITABLE FUNDS FOR DONORS, PROVIDING GRANTS AND SERVICES TO NONPROFIT ORGANIZATIONS AND ENGAGING IN COMMUNITY LEADERSHIP INITIATIVES; CHAIRMAN OF ADVISORY BOARD; NOT INVESTMENT RELATED; STARTED 10/01/2016; NO COMPENSATION/// 5. NORTH SHORE YMCA, 245 CABOT STREET, BEVERLY, MA 01915; PROVIDES CHILDCARE, EDUCATION, WELLNESS AND FITNESS PROGRAMS FOR CHILDREN AND ADULTS IN THE COMMUNITY; BOARD MEMBER & CAPITAL CAMPAIGN CHAIR; ATTEND REGULAR BOARD MEETINGS ADVISING AND PROVIDING SUPPORT FOR EXECUTIVES, FUNDRAISING, CAMPAIGN TO BUILD NEW YMCA; NOT INVESTMENT RELATED; STARTED 01/01/2013; CLIENT INVOLVEMENT-NORTH SHORE YMCA OWNS SEVERAL VARIABLE LIFE INSURANCE POLICIES; NO COMPENSATION/// 6. SHRINERS BURN HOSPITAL FOR CHILDERN, 51 BLOSSOM STREET, BOSTON, MA 02114; BURN HOSPITAL FOR CHILDREN; BOARD OF TRUSTEES-EMERITUS MEMBER; NOT INVESTMENT RELATED; STARTED 01/01/2013; NO COMPENSATION/// 7. The Bull Finch Group; 160 Gould Street, Suite 310, Needham, MA 02494; Sale of Ind and Group disability products; NOT Investment Related; Approximately 1-5 hrs. per month; Paid as independent insurance agent-direct./// 8. Boston Financial Management; 255 State Street, 6th FL, Boston MA 02109; Marketing fees for one client referral arrangement; YES Investment Related; Approximately 1-5 hrs. per month; Small Marketing fee received./// 9. Augustar Life Assurance Corp; Fixed Life Insurance; Agent; Monitor Policy; NOT Investment Related; Start Date 04/01/2025; Approximately 1-5 hrs. per month; Direct from Augustar.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-29 |
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