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.

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

Jan 21, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

13

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 21, 2006

First registration

Jan 28, 2015

Dual registered

yes, broker-dealer

Other names

Sergio Fernandez|SERGIO FERNANDEZ

IAPD individual key

5069631

• Occurred

  Feb 3, 2023
  Advisor changed firm

  Sergio Fernandez left Independent Financial Group, Llc for Valmark Advisers, Inc. (registered 2023-02-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a93a35be-7189-3d7c-6e99-570c0a4697be

First observed

Jan 28, 2015

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.