DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Valmark Advisers, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Dreier | Valmark Advisers, Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 | Aug 3, 2026 |
| Katherine Elizabeth Glidden | Valmark Advisers, Inc. BD affiliated | Beauport Financial Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 1, 2026 | Oct 17, 2024 |
| Peter Husted | Valmark Advisers, Inc. BD affiliated | Bruton Chisnell Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2026 | May 8, 2026 |
| Kevin Gundrum | Valmark Advisers, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Apr 1, 2026 |
| Samuel Hand Robert | Valmark Advisers, Inc. BD affiliated | Onedigital institutional | Other | Mar 17, 2026 | Feb 26, 2026 |
| Thomas Walter Mulder | Valmark Advisers, Inc. BD affiliated | Lone Peak Advisers independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Nov 17, 2025 |
| Gabriel Christensen | Valmark Advisers, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 20, 2025 |
| Owen Reed Cummins | Valmark Advisers, Inc. BD affiliated | Creekmur Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 12, 2025 | Oct 1, 2025 |
| Aaron L Hammer | Valmark Advisers, Inc. BD affiliated | Lone Peak Advisers independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 8, 2025 | Sep 9, 2025 |
| Jimmy Shannon Forbis | Valmark Advisers, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2025 | Jul 17, 2025 |
| Alexander Hull | Valmark Advisers, Inc. BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Apr 23, 2025 | Oct 16, 2025 (176 d) |
| Rodney Arthur Cook | Valmark Advisers, Inc. BD affiliated | The H Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2025 | May 30, 2025 (51 d) |
| E Dennis Zahrbock | Valmark Advisers, Inc. BD affiliated | First Associated Investment Advisors, Inc. asset manager | Other | Nov 1, 2024 | Jan 3, 2025 (63 d) |
| Ian Thomas Dillard | Valmark Advisers, Inc. BD affiliated | Captrust institutional | Other | Aug 9, 2024 | Sep 23, 2024 (45 d) |
| Harlan Larry Fortenberry | Valmark Advisers, Inc. BD affiliated | First Heartland Consultants, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | Mar 11, 2024 |
| Robert Rowland Blount | Valmark Advisers, Inc. BD affiliated | Pivot Investment Planning, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 2, 2024 | Jun 20, 2024 (170 d) |
| Emily Nicole Sipes | Valmark Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2023 | Nov 7, 2023 |
| Kristine Kopsiaftis Lampert | Valmark Advisers, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Aug 2, 2023 | Jul 20, 2023 |
| Daniel John Yergan | Valmark Advisers, Inc. BD affiliated | Fidato Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2023 | May 30, 2023 |
| Larry Alan Dietz | Valmark Advisers, Inc. BD affiliated | Mariner Advisor Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2023 | Feb 17, 2023 |
| Thomas Patrick Olexa | Valmark Advisers, Inc. BD affiliated | Efg Advisors, LLC unclassified | Other | Feb 17, 2023 | May 9, 2013 |
| Alex Ray Hoveln | Valmark Advisers, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2023 | Feb 10, 2023 |
| Jonathan Grant Lapine | Valmark Advisers, Inc. BD affiliated | W3 Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 27, 2023 | Mar 18, 2014 |
| Ryan John Glinn | Valmark Advisers, Inc. BD affiliated | W3 Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 27, 2023 | Mar 18, 2019 |
| Jesse Vitu | Valmark Advisers, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2023 | Feb 9, 2023 |
| Donald Lawrence Reichert | Valmark Advisers, Inc. BD affiliated | Colton Groome Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Jan 6, 2026 (1102 d) |
| Jordan Howd | Valmark Advisers, Inc. BD affiliated | Strategic Wealth Partners, Ltd. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2022 | Nov 14, 2022 |
| Nathan Dustman | Valmark Advisers, Inc. BD affiliated | T. Rowe Price Advisory Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 26, 2022 | Dec 7, 2022 (42 d) |
| Jessica Renee Rorar | Valmark Advisers, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2022 | May 5, 2026 (1359 d) |
| Jacob H Soinski | Valmark Advisers, Inc. BD affiliated | Usi Advisors institutional | Other | Jul 8, 2022 | Sep 20, 2022 (74 d) |
| Shane Austin Bryan | Valmark Advisers, Inc. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 7, 2022 | Jul 6, 2022 |
| Benjamin Allen Schwarz | Valmark Advisers, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2022 | Jun 10, 2022 |
| Caleb James Fry | Valmark Advisers, Inc. BD affiliated | Water Street Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2022 | May 18, 2022 (37 d) |
| Kelley Adams King | Valmark Advisers, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 15, 2022 | Mar 22, 2022 |
| John V Thompson | Valmark Advisers, Inc. BD affiliated | Nationwide Investment Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2022 | Mar 15, 2022 (43 d) |
| Jon James Melander | Valmark Advisers, Inc. BD affiliated | Boulay Wealth other | Other | Dec 31, 2021 | Mar 4, 2015 |
| Shawn Michael Arseneau | Valmark Advisers, Inc. BD affiliated | W3 Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2021 | Mar 27, 2018 |
| Irene Angela Zurowski | Valmark Advisers, Inc. BD affiliated | W3 Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2021 | Mar 5, 2019 |
| Blake Alexander Bagshaw | Valmark Advisers, Inc. BD affiliated | Sims Investment Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2021 | Nov 16, 2021 |
| Kayleigh Zarndt | Valmark Advisers, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2021 | Sep 27, 2021 |
| Paul Stawarz | Valmark Advisers, Inc. BD affiliated | Neuberger Berman Bd LLC no RAUM | Other | May 21, 2021 | Dec 3, 2025 (1657 d) |
| Jared F. Thompson | Valmark Advisers, Inc. mixed wealth | Mutual Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2020 | Dec 1, 2020 |
| Nicholas Charles Hunzinger | Valmark Advisers, Inc. mixed wealth | Mutual Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2020 | Nov 30, 2020 |
| Todd William Lowe | Valmark Advisers, Inc. mixed wealth | Mutual Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2020 | Nov 30, 2020 |
| Marc Petro Willden | Valmark Advisers, Inc. mixed wealth | Mutual Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2020 | Nov 30, 2020 |
| Scott Anthony Ervin | Valmark Advisers, Inc. mixed wealth | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 24, 2020 | Sep 1, 2021 (281 d) |
| J Eric Mackenbach | Valmark Advisers, Inc. mixed wealth | Tlg Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 6, 2020 | Nov 6, 2020 |
| Anthony Corbin Sutton | Valmark Advisers, Inc. mixed wealth | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Sep 24, 2020 | Oct 15, 2020 |
| Clayton Lewis Knoke | Valmark Advisers, Inc. mixed wealth | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Sep 22, 2020 | Sep 25, 2020 |
| Joshua James Chase | Valmark Advisers, Inc. mixed wealth | Sagepoint Financial, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 18, 2020 | Aug 17, 2020 |
| Kelley Adams King | Valmark Advisers, Inc. BD affiliated | W3 Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 6, 2020 | Mar 27, 2018 |
| Lori Milner Pointer | Valmark Advisers, Inc. BD affiliated | Security Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2020 | Feb 4, 2021 (395 d) |
| Timothy Paul Payne | Valmark Advisers, Inc. BD affiliated | Sentinel Pension Advisors, LLC. institutional | Other | Dec 31, 2019 | Jan 2, 2020 |
| Christopher N Ruedi | Valmark Advisers, Inc. BD affiliated | Savant Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2019 | Nov 8, 2019 |
| Lawrence Brian Raymond | Valmark Advisers, Inc. BD affiliated | Abg Portfolio Strategies, Inc. other | Other | Dec 31, 2019 | May 1, 2012 |
| Kevin Carl Kingston | Valmark Advisers, Inc. BD affiliated | Savant Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2019 | Dec 26, 2019 |
| Bradley Scott Doy | Valmark Advisers, Inc. BD affiliated | Efg Advisors, LLC unclassified | Other | Nov 15, 2019 | May 9, 2013 |
| James Robert Vande Logt | Valmark Advisers, Inc. BD affiliated | Efg Advisors, LLC unclassified | Other | Nov 15, 2019 | May 9, 2013 |
| Ryan Timothy Gilmer | Valmark Advisers, Inc. BD affiliated | Whitcomb & Hess, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2019 | Nov 6, 2019 |
| Steven Patrick Carlson | Valmark Advisers, Inc. BD affiliated | Next Financial Group, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2019 | Jul 31, 2019 |
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169 moves match.