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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-24
  • NY RA
    APPROVED
    Since 2024-06-24

Branch Locations

1080 Pittsford Victor Road Suite 201, Pittsford, NY 14534 • 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
Full-Time Student Rochester NY 04/2014 05/2024
Wegmans Food Markets Inc Rochester NY 05/2021 06/2023
Valmark Securities - Coordinated Plan Inc Pittsford NY 06/2023 05/2024
Valmark Securities - Coordinated Plan Inc Pittsford NY 05/2024 Present
  • 04/2014 → 05/2024
    Full-Time Student
    Rochester, NY
  • 05/2021 → 06/2023
    Wegmans Food Markets Inc
    Rochester, NY
  • 06/2023 → 05/2024
    Valmark Securities - Coordinated Plan Inc
    Pittsford, NY
  • 05/2024 → Present
    Valmark Securities - Coordinated Plan Inc
    Pittsford, NY
Other Businesses

1.) Coordinated Plan, Inc.; 1080 Pittsford Victor Road, Pittsford, NY 14534; Client Service Associate; YES Investment Related; Approximately 40+ per month; paid via W-2 wage.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-21
  • S66 Uniform Combined State Law Examination
    2024-06-21

View on SEC IAPD

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