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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Galen Hall Golf Course | Wernersville | PA | 04/2017 | 05/2019 |
| South Heidelberg Township | Sinking Spring | PA | 11/2018 | 12/2019 |
| Valvoline Inc | Reading | PA | 08/2020 | 05/2022 |
| Stone Financial | Shillington | PA | 05/2022 | 08/2022 |
| Dick's Sporting Goods | Reading | PA | 10/2022 | 04/2023 |
| Sei Investments | Oaks | PA | 07/2023 | 06/2024 |
| Velekei Giles Financial Advisors | Wyomissing | PA | 07/2024 | Present |
| Conrad Weiser High School | Robesonia | PA | 08/2015 | 06/2019 |
| Penn State Berks | Reading | PA | 08/2019 | 05/2023 |
| Valmark Securities, Inc. | Akron | OH | 08/2024 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
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