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 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

14

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 26, 2009

First registration

Dec 23, 2009

Dual registered

yes, broker-dealer

Other names

PATRICIA ANN BARTON

IAPD individual key

5713558

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d6afab33-d0d5-025d-1ae6-4c5af8fa7cbe

First observed

Dec 23, 2009

Last observed

Sep 14, 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.