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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-11 |
| NC | RA | APPROVED | 2026-06-11 |
| AZ | RA | APPROVED | 2026-05-12 |
| NM | RA | APPROVED | 2026-01-26 |
| MN | RA | APPROVED | 2024-07-16 |
| WA | RA | APPROVED | 2024-03-27 |
| CO | RA | APPROVED | 2022-06-28 |
| FL | RA | APPROVED | 2021-09-29 |
| GA | RA | APPROVED | 2021-09-24 |
| CA | RA | APPROVED | 2021-09-23 |
| IA | RA | APPROVED | 2021-09-23 |
| OR | RA | APPROVED | 2021-09-23 |
| TX | RA | APPROVED | 2021-09-23 |
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 |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Austin | TX | 03/1995 | Present |
| Lincoln Investment | Austin | TX | 06/2012 | 09/2021 |
| Valmark Securities, Inc. | Austin | TX | 09/2021 | Present |
| Valmark Advisors, Inc. | Austin | TX | 09/2021 | Present |
1) FOSTER FINANCIAL GROUP; POSITION: PRESIDENT NATURE: FIXED INSURANCE, LONG TERM CARE, DISABILITY, FIXED ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 100 INVESTMENT RELATED HOURS: 100 START DATE: 09/01/1974; ADDRESS: 507 W. 18TH ST., AUSTIN TX 78701;DESCRIPTION: PRESENT AND RECOMMEND PRODUCTS FOR ESTATE PLANNING AND CONSERVATION, PROCESS APPLICATION AND SUBMIT FOR UNDERWRITING, AND FOLLOW THROUGH FOR DELIVERY AND PLACEMENT./// 2) GRANT FOSTER - RENTAL INCOME;POSITION: OWNER NATURE: RENTAL INCOME FROM OFFICE RENT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 11/18/2014;ADDRESS: 507 W 18TH STREET, AUSTIN TX 78701;DESCRIPTION: RENTING SMALL SPACE WITHIN HIS OFFICE BUILDING AT THIS ADDRESS./// 3) JARHEAD JOCK,LLC; POSITION: Sole member NATURE: Set up to hold personal real estate and non qualified securities for asset protection INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START; DATE: 06/02/2020; ADDRESS: 507 West 18th St, Austin TX 78701, United States; DESCRIPTION: Over see personal invest-able assets and real estate./// 4) 507 West 18th,LLC; 507 West 18th ST, Austin, Texas 78701; Ownership of my office building; Sole member; YES Investment Related; Start Date 06/26/26; Yes Financial Interest, own real estate; Approximately 1-5 hrs. per month; own the building, no compensation.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
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