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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
| WV | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED_RES | 2023-08-31 |
| IN | RA | APPROVED | 2023-01-12 |
| DC | RA | APPROVED | 2022-10-19 |
| CA | RA | APPROVED | 2022-06-09 |
| UT | RA | APPROVED | 2022-05-16 |
| CO | RA | APPROVED | 2021-10-01 |
| PA | RA | APPROVED | 2021-03-03 |
| VA | RA | APPROVED | 2021-02-27 |
| IL | RA | APPROVED | 2020-03-03 |
| MD | RA | APPROVED | 2020-02-21 |
| WI | RA | APPROVED | 2020-01-03 |
| MT | RA | APPROVED | 2020-01-02 |
| FL | RA | APPROVED | 2019-01-07 |
| OH | RA | APPROVED | 2018-12-27 |
| NH | RA | APPROVED | 2017-09-07 |
| WA | RA | APPROVED | 2015-04-29 |
| MI | RA | APPROVED | 2010-05-20 |
Branch Locations
3205 Eaglecrest Dr Ne Ste. 204, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2010 | Present |
1) INSURANCE COMMISSIONS/INDEPENDENT AGENT./// 2) Strategies Benefit Group (HEALTH INSURANCE COMMISSIONS); Start date 01/01/2024./// 3) RECEIVE ADVISORY FEES./// 4) ALLIANCE BENEFIT GROUP, 30100 TELEGRAPH ROAD, SUITE 100, BINGHAM FARMS, MI 48025; PENSION CONSULTING; SOLICITOR; INVESTMENT RELATED; STARTED 01/2017; COMPENSATION PAID BY CHECK/// 5) Harvest Wealth Advisors; 5075 Cascade Rd SE Ste. A Grand Rapids MI 49546; Wealth Advisor/President; YES Investment Related; Start Date 2013; Approximately 40+ hrs. per month; W2 wage salary./// 6) GreenTree Orchards; 4375 10 Mile Rd Sparta MI 49345; Farming; Brother rents farmland from me; NOT Investment Related; Start Date 01/01/2024; Approximately 1-5 hrs. per month; Brother is a client, and his company has a Simple IRA with us; Compensated with Annual Payment.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-19 |
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