James Moritsugu

Valmark Advisers, Inc.

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Current Employers

Valmark Advisers, Inc.

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2025-01-01
AL	RA	APPROVED	2024-03-28
NY	RA	APPROVED	2021-11-01

MS RA
APPROVED

Since 2025-01-01
AL RA
APPROVED

Since 2024-03-28
NY RA
APPROVED

Since 2021-11-01

Branch Locations

224 Waterford Square, Madison, MS 39130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Centerpoint Group	Jackson	MS	02/2017	Present
Jackson Public Schools	Jackson	MS	08/2016	12/2016
Valmark Securities, Inc.	Flowood	MS	03/2018	Present
Valmark Advisers, Inc	Akron	OH	10/2021	Present
Pickett Bradford & Associates, Pa	Flowood	MS	02/2017	Present

02/2017 → Present

The Centerpoint Group

Jackson, MS
08/2016 → 12/2016

Jackson Public Schools

Jackson, MS
03/2018 → Present

Valmark Securities, Inc.

Flowood, MS
10/2021 → Present

Valmark Advisers, Inc

Akron, OH
02/2017 → Present

Pickett Bradford & Associates, Pa

Flowood, MS

Previous Registrations

2021-11-05 → 2024-12-31

Centerpoint Advantage, Llc

Flowood, MS

Other Businesses

1) Self-Employed Freelance Musician, 2 hours per month///

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-21
S63	Uniform Securities Agent State Law Examination	2018-12-01

S65 Uniform Investment Adviser Law Examination

2021-08-21
S63 Uniform Securities Agent State Law Examination

2018-12-01

View on SEC IAPD

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