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Advisor at VALMARK ADVISERS, INC.
FALMOUTH, ME
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Jun 10, 2004 | n/a | yes | FALMOUTH, ME | Current employment |
| MORGAN STANLEY DW INC. | n/a | Jun 3, 2002 | Dec 16, 2002 | no | PORTLAND, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY DW INC. | VALMARK ADVISERS, INC. | Dec 16, 2002 | Jun 10, 2004 | 542 | Firm change after gap | Other |