This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

VALMARK ADVISERS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 12, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

16

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Dec 12, 1994

First registration

Aug 13, 2003

Dual registered

yes, broker-dealer

IAPD individual key

1247961

• Occurred

  Nov 26, 2024
  Advisor changed firm

  Paul Aubrey Harris left Capital Cities Investments for Valmark Advisers, Inc. (registered 2024-10-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1952dfc1-5fd9-33fa-a7ac-a34f44ab8ffd

First observed

Aug 13, 2003

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.