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Douglas Frederick Wilburn

Valmark Advisers, Inc.

Akron, OH

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-06-09
  • OH RA
    APPROVED
    Since 2015-06-09

Branch Locations

130 Springside Drive, Akron, OH 44333 • 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
Valmark Securities, Inc. Akron OH 06/2015 Present
Valmark Advisers, Inc. Akron OH 06/2015 Present
Valmark Retirement Advisers Akron OH 12/2016 Present
  • 06/2015 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 06/2015 → Present
    Valmark Advisers, Inc.
    Akron, OH
  • 12/2016 → Present
    Valmark Retirement Advisers
    Akron, OH
Previous Registrations
  • 2017-01-05 → 2022-10-05
    Valmark Retirement Advisers, Llc
    Akron, OH
  • 2012-09-13 → 2014-08-26
    J.P. Morgan Securities Llc
    Columbus, OH
    New York, NY
    Columbus, OH
    New York, NY
  • 2013-06-11 → 2013-06-11
    J.P. Morgan Clearing Corp.
    Columbus, OH
    New York, NY
  • 2010-04-07 → 2012-10-26
    Chase Investment Services Corp.
    Irvine, CA
    Irvine, CA
    Columbus, OH
    Chicago, IL
  • 2006-12-20 → 2009-05-28
    Wamu Investments, Inc.
    Irvine, CA
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-24
S63 Uniform Securities Agent State Law Examination 1987-08-07
  • S66 Uniform Combined State Law Examination
    2006-08-24
  • S63 Uniform Securities Agent State Law Examination
    1987-08-07

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
POITINGER FINANCIAL, INC.
ALDA ADVISORS, INC.
OBJECTIVE CAPITAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC

Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

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