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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2002-04-04 |
| NC | RA | APPROVED | 2002-04-01 |
| VA | RA | APPROVED | 2001-08-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcnair & Company Inc/Minnesota Mutual | Mclean | VA | 04/1987 | Present |
| Minnesote Mutual Life | St. Paul | MN | 06/1988 | Present |
| Valmark Securities | Akron | OH | 07/2001 | Present |
| Valmark Advisers, Inc. | Annapolis | MD | 07/2001 | Present |
I RECEIVE COMMISSIONS FROM 1)INSURANCE SALES-VARIOUS COMPANIES, 2)INDEPENDENT BENEFIT SERVICES;3)PRINCIPAL FINANCIAL GROUP; 4)UNUM; AND 5) NQDC MUTUAL FUND PLATFORM FEES GENERATED THROUGH THE PRINCIPAL FG ARE PAID DIRECTLY TO VALMARK B/D-THEN TO MCNAIR & CO. 6)RENEWAL COMMISSIONS FROM OUTSIDE BROKERAGE FOR DI, LTC AND LIFE(PRIOR TO JOINING VALMARK/EIA, NON-MINNESOTA LFIE BUSINESS ARE PAID DIRECTLY TO MCNCO./// 7) The Guardian Life Insurance Company, General Agency First Financial Group, term conversion policy, not investment related, 1-5 hours per month, receives compensation, started 2/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-19 |
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