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Advisor at VALMARK ADVISERS, INC.
Cincinnati, OH
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 | Jan 21, 2020 | n/a | yes | Cincinnati, OH | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Apr 7, 2006 | Nov 24, 2008 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 24, 2003 | Mar 31, 2005 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUNTINGTON FINANCIAL ADVISORS | VALMARK ADVISERS, INC. | Nov 24, 2008 | Jan 21, 2020 | 4,075 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | HUNTINGTON FINANCIAL ADVISORS | Mar 31, 2005 | Apr 7, 2006 | 372 | Firm change | Other |