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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-08 |
| DE | RA | APPROVED | 2025-06-04 |
| CA | RA | APPROVED | 2025-03-11 |
| CO | RA | APPROVED | 2025-01-01 |
| DC | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2024-10-28 |
| IN | RA | APPROVED | 2024-05-29 |
| NY | RA | APPROVED | 2021-04-06 |
| NC | RA | APPROVED | 2019-03-07 |
| NJ | RA | APPROVED | 2016-11-15 |
| AZ | RA | APPROVED | 2014-10-29 |
| GA | RA | APPROVED | 2014-10-06 |
| VA | RA | APPROVED | 2010-12-13 |
| PA | RA | APPROVED | 2010-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 12/2010 | Present |
| Valmark Advisers, Inc. | Akron | OH | 12/2010 | Present |
1) INSURANCE SALES THROUGH Velekei Giles Financial Advisors ; 955 PENN AVENUE; WYOMISSING, PA 19610; LIFE & HEALTH INSURANCE SALES; NOT INVESTMENT RELATED; STARTED 01/1/2023; 100+ HOURS PER MONTH, 0-7 HOURS DURING TRADING HOURS; CLIENT INVOLVEMENT-SALES TO CLIENTS, MANY OF WHICH ARE ALSO INVESTMENT CLIENTS; DUTIES-SALES AND ADVISORY SERVICES; COMPENSATION-COMMISSIONS PAID BY INSURERS /// 2) United Way of Berks County, PA; Reading, PA; non-profit; Position: Investment Committee Chairperson; participate in investment committee, providing insight of investment portfolio; no direct management or trading; 1-5 hours/ month; no compensation./// 3) Velekei Real Estate, LLC; Wyomissing, PA; Sole member; Office building ownership; Manage rental of office building; not investment related; compensation is rents collected from office building tenant./// 4) W2 and 1099 income from Velekei Financial Group, LLC; 955 Penn Avenue Wyomissing, PA 19610; Financial Services; Firm management, client service, investment account management; YES Investment Related; Start Date 01/01/2024; 100% owner of Velekei Financial Group, LLC; Approximately 21-40 hrs. per month; Owner of company; W2 paycheck and 1099 distributions.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-02 |
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