Daniel Mercer

Current Employers

Valmark Advisers, Inc.

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-02-17
NC	RA	APPROVED	2024-02-16

SC RA
APPROVED

Since 2026-02-17
NC RA
APPROVED

Since 2024-02-16

Branch Locations

Columbia, SC • 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
Onedigital	Charlotte	NC	09/2021	Present
Edgehill Capital / Zoe Baby Products	Charlotte	NC	09/2020	09/2021
Unemployed	Columbia	SC	05/2020	08/2020
United States Army (Active Duty)	Ft Stewart	GA	06/2016	06/2020
Valmark Securities, Inc.	Akron	OH	02/2024	Present
Valmark Advisers, Inc.	Akron	OH	02/2024	Present

09/2021 → Present

Onedigital

Charlotte, NC
09/2020 → 09/2021

Edgehill Capital / Zoe Baby Products

Charlotte, NC
05/2020 → 08/2020

Unemployed

Columbia, SC
06/2016 → 06/2020

United States Army (Active Duty)

Ft Stewart, GA
02/2024 → Present

Valmark Securities, Inc.

Akron, OH
02/2024 → Present

Valmark Advisers, Inc.

Akron, OH

Other Businesses

1.) Bank Owned Life Insurance (BOLI) Sales; Selling fixed rate BOLI; NO Not Investment Related; Start Date 04/18/2024; Approximately 11-20 hrs. per month; Compensation paid to OneDigital finance team and then paid out to myself.///

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-13

S66 Uniform Combined State Law Examination

2024-02-13