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Advisor at VALMARK ADVISERS, INC.
Honoulul, HI | Clermont, FL
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 30, 2021 | n/a | yes | Honoulul, HI|Clermont, FL | Current employment |
| THE WEALTH CONSULTING GROUP | Independent wealth | Feb 26, 2016 | Mar 10, 2021 | no | HONOLULU, HI|LAS VEGAS, NV|San Diego, CA|Clermont, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 8, 2013 | Sep 8, 2016 | no | HONOLULU, HI|SAN DIEGO, CA|HONOLULU, HI|SAN DIEGO, CA|CLERMONT, FL | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jan 30, 2007 | Aug 9, 2013 | no | HONOLULU, HI|AUSTIN, TX | Previous registration |
| KAWABE & ASSOCIATES, LLC | n/a | Sep 16, 2002 | Sep 5, 2003 | no | HONOLULU, HI | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Sep 13, 2002 | Feb 1, 2007 | no | HONOLULU, HI|HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE WEALTH CONSULTING GROUP | VALMARK ADVISERS, INC. | Mar 10, 2021 | Mar 30, 2021 | 20 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | THE WEALTH CONSULTING GROUP | Sep 8, 2016 | Feb 26, 2016 | -195 | Firm change after gap | Other |
| NFP ADVISOR SERVICES, LLC | LPL FINANCIAL LLC | Aug 9, 2013 | Aug 8, 2013 | -1 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | KAWABE & ASSOCIATES, LLC | Feb 1, 2007 | Sep 16, 2002 | -1,599 | Firm change after gap | Other |
| KAWABE & ASSOCIATES, LLC | NFP ADVISOR SERVICES, LLC | Sep 5, 2003 | Jan 30, 2007 | 1,243 | Firm change after gap | Other |