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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

Heath J Smargiasso

Advisor at VALMARK ADVISERS, INC.

Akron, OH

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Search this name across graphsid dfx:ria:1b127060-04fc-e874-79ed-39301e80101e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 13, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 13, 1996
First registration: Feb 10, 2004
Dual registered: yes, broker-dealer
Other names: HEATH JAMES SMARGIASSO
IAPD individual key: 2830963

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALMARK ADVISERS, INC.	Bd affiliated wealth	Dec 8, 2020	n/a	yes	Akron, OH	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Sep 25, 2020	Dec 8, 2020	no	La Vista, NE	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Jun 2, 2017	Sep 30, 2020	no	Knoxville, TN\|Copley, OH	Previous registration
EDGETECH ANALYTICS, LLC	State registered	Aug 24, 2015	Jul 21, 2016	no	FAIRLAWN, OH	Previous registration
SCOFIELD & COMPANY, LLC	Independent wealth	Feb 10, 2005	Jul 21, 2016	no	AKRON, OH	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Feb 10, 2004	Feb 23, 2005	no	AKRON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURITIES AMERICA ADVISORS, INC.	VALMARK ADVISERS, INC.	Dec 8, 2020	Dec 8, 2020	0	Firm change	Ibd to RIA
SSN ADVISORY, INC.	SECURITIES AMERICA ADVISORS, INC.	Sep 30, 2020	Sep 25, 2020	-5	Bulk transfer	Ibd to ibd
SCOFIELD & COMPANY, LLC	EDGETECH ANALYTICS, LLC	Jul 21, 2016	Aug 24, 2015	-332	Firm change after gap	Other
EDGETECH ANALYTICS, LLC	SSN ADVISORY, INC.	Jul 21, 2016	Jun 2, 2017	316	Firm change	Other
SSN ADVISORY, INC.	SCOFIELD & COMPANY, LLC	Feb 23, 2005	Feb 10, 2005	-13	Firm change	Other

Relationships

Registered with (5)

→ VALMARK ADVISERS, INC.Registered adviserregistration: current employment
Dec 8, 2020 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Sep 25, 2020 to Dec 8, 2020factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Jun 2, 2017 to Sep 30, 2020factForm ADV
→ SCOFIELD & COMPANY, LLCRegistered adviserregistration: previous registration
Feb 10, 2005 to Jul 21, 2016factForm ADV
→ EDGETECH ANALYTICS, LLCRegistered adviserregistration: previous registration
Aug 24, 2015 to Jul 21, 2016factForm ADV

Dated events

No dated event names this entity yet.