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Ronak Adani

Valmark Advisers, Inc.

Santa Ana, CA

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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 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-07

Branch Locations

1403 N. Tustin Ave Ste 260, Santa Ana, CA 92705 • 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
OrganizationCityStateFromTo
Td Ameritrade San Diego CA 09/2017 12/2023
Buca Di Beppo Brea CA 08/2013 08/2017
Masco Coatings Santa Ana CA 06/2017 08/2017
Charles Schwab & Co., Inc. Diamond Bar CA 12/2023 Present
L2 Financial Tustin CA 12/2025 Present
Valmark Securities Akron OH 12/2025 Present
Valmark Advisers Akron CA 01/2026 Present
  • 09/2017 → 12/2023
    Td Ameritrade
    San Diego, CA
  • 08/2013 → 08/2017
    Buca Di Beppo
    Brea, CA
  • 06/2017 → 08/2017
    Masco Coatings
    Santa Ana, CA
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Diamond Bar, CA
  • 12/2025 → Present
    L2 Financial
    Tustin, CA
  • 12/2025 → Present
    Valmark Securities
    Akron, OH
  • 01/2026 → Present
    Valmark Advisers
    Akron, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-01-19
  • S63 Uniform Securities Agent State Law Examination
    2018-01-19
Designations

View on SEC IAPD

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Other Investors

KEITH TOWNSEND
NICHOLAS ADELIZI
CRAIG EDWARD TUTHILL
DAVID BRIAN LOFTUS
MARK HERRING
RYAN PATRICK HAWKINS
JON MATTHEW LEEDOM
PAUL ROBERT HAMMERSMITH

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SANTA ANA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA ANA, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · TUSTIN, CA
OSAIC WEALTH, INC. · Tustin, CA
EDWARD JONES · TUSTIN, CA
CETERA INVESTMENT ADVISERS LLC · SANTA ANA, CA
CENTAURUS FINANCIAL, INC. · Santa Ana, CA
CENTAURUS FINANCIAL, INC. · SANTA ANA, CA

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