DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VALMARK ADVISERS, INC.
Elkhorn, NE
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 | Mar 18, 2022 | n/a | yes | Elkhorn, NE | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 4, 2020 | Feb 23, 2022 | no | OMAHA, NE|SAN DIEGO, CA|OMAHA, NE | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jan 7, 2011 | Sep 1, 2020 | no | OMAHA, NE|OMAHA, NE|OMAHA, NE|OMAHA, NE|CALLAWAY, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | VALMARK ADVISERS, INC. | Feb 23, 2022 | Mar 18, 2022 | 23 | Firm change | Ibd to ibd |
| CETERA ADVISORS LLC | LPL FINANCIAL LLC | Sep 1, 2020 | Sep 4, 2020 | 3 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:108050:NE:2022-02-23 | Feb 23, 2022 | Mar 18, 2022 | OMAHA, NE | Firm change |
| 10299:6413:NE:2020-09-01 | Sep 1, 2020 | Sep 4, 2020 | CALLAWAY, NE | Firm change |