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
Danny Cory Howes	Valmark Advisers, Inc. other	The Terrio Group unclassified	Other	Jul 2, 2012	Aug 7, 2012 (36 d)
Ronald Goldberg	Valmark Advisers, Inc. other	Cetera Investment Advisers LLC other	Other	Apr 3, 2012	Apr 3, 2012
Chad Roope	Valmark Advisers, Inc. other	Colton Groome Financial Advisors, LLC independent RIA	Other	Feb 29, 2012	Mar 22, 2010
Stanley Donald Milovancev	Valmark Advisers, Inc. other	Sequoia Financial Group, L.L.C. other	Other	Nov 11, 2011	Jan 11, 2010
Sharon Ann Harrison	Valmark Advisers, Inc. other	Focus On Success, LLC unclassified	Other	Nov 8, 2011	Feb 7, 2005
Joseph Anthony Trovato	Valmark Advisers, Inc. other	Summit Investment Advisors, LLC unclassified	Other	Oct 20, 2011	Jun 5, 2009
John David Roegner	Valmark Advisers, Inc. other	Colton Groome Financial Advisors, LLC independent RIA	Other	Jun 2, 2011	Apr 15, 2009
Thomas Badger Herbruck	Valmark Advisers, Inc. other	Nfp Advisor Services, LLC other	Other	May 3, 2011	May 3, 2011
Ryan Jeffrey Klekar	Valmark Advisers, Inc. other	Truepoint, Inc. other	Other	May 3, 2011	Apr 28, 2016 (1822 d)
Peter Frederic Steger	Valmark Advisers, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Feb 28, 2011	Feb 25, 2011
Dan Christian Roehm	Valmark Advisers, Inc. other	Nfp Advisor Services, LLC other	Other	Feb 28, 2011	Mar 21, 2011
Richard Allen Smith	Valmark Advisers, Inc. other	Smith Financial other	Other	Sep 1, 2010	May 17, 2011 (258 d)
Aaron Taylor Smith	Valmark Advisers, Inc. other	Smith Financial other	Other	Sep 1, 2010	May 17, 2011 (258 d)
Edward Anthony Zuraw	Valmark Advisers, Inc. other	Zuraw Financial state registered	Other	Aug 31, 2010	Dec 16, 2025 (5586 d)
Joshua Brent Geib	Valmark Advisers, Inc. other	Klocke Capital Group, LLC state registered	Other	Aug 31, 2010	Feb 18, 2011 (171 d)
Thomas Robert Rogers	Valmark Advisers, Inc. other	Trustee Empowerment & Protection, Inc. other	Other	Jan 4, 2010	May 3, 2011 (484 d)
Robert Marshall Jones	Valmark Advisers, Inc. other	M Holdings Securities, Inc. other	Other	Jan 4, 2010	Jul 6, 2010 (183 d)
Toni Marie Sams	Valmark Advisers, Inc. other	First Heartland Consultants, Inc. other	Other	Nov 20, 2009	Dec 1, 2009
Todd Childers	Valmark Advisers, Inc. other	Woodbury Financial Services, Inc. other	Other	Jul 1, 2009	Jul 1, 2009
Warren Marshall Miller	Valmark Advisers, Inc. other	Miller Advisory Services, Inc. unclassified	Other	Feb 17, 2009	Feb 26, 2009
Bernard Gerard Van Eperen	Valmark Advisers, Inc. other	Msi Financial Services, Inc. other	Other	Jan 29, 2009	Feb 20, 2009
Gregory Michael Pollack	Valmark Advisers, Inc. other	Rosell Wealth Management unclassified	Other	Nov 17, 2008	Nov 14, 2008
David Marc Rosell	Valmark Advisers, Inc. other	Rosell Wealth Management unclassified	Other	Nov 17, 2008	Nov 14, 2008
Dierdre Llewellyn	Valmark Advisers, Inc. other	Clifton Gunderson Wealth Advisors other	Other	Mar 31, 2008	Apr 2, 2008
Joseph Anthony Jiovenetta	Valmark Advisers, Inc. other	LPL Financial LLC other	Other	Feb 20, 2008	Feb 20, 2008
Scott Gerald Fischer	Valmark Advisers, Inc. other	UBS Financial Services Inc. wirehouse	Other	Oct 17, 2007	Nov 5, 2007
Thomas Breslin Strauchon	Valmark Advisers, Inc. other	Sequoia Financial Group, L.L.C. other	Other	Jan 25, 2007	Jul 11, 2005
Gregory Vitale	Valmark Advisers, Inc. other	Asset & Financial Planning, Ltd other	Other	Oct 19, 2006	Feb 5, 2008 (474 d)
Alan Thomas Schauer	Valmark Advisers, Inc. other	Ken Byers & Associates unclassified	Other	Aug 11, 2006	Mar 6, 2006
Jo Ann Elisabeth Favia	Valmark Advisers, Inc. other	Park Avenue Securities LLC other	Other	Apr 6, 2006	Apr 19, 2006
David Neil Smith	Valmark Advisers, Inc. other	Triad Advisors, LLC other	Other	Feb 24, 2006	Feb 22, 2006
David Deforest Greene	Valmark Advisers, Inc. other	Cjm Wealth Advisers, Ltd. other	Other	Feb 1, 2006	Feb 21, 2006
Timothy Lee Voorhees	Valmark Advisers, Inc. other	Family Office Services, Inc. unclassified	Other	Dec 16, 2005	May 22, 2006 (157 d)
Robert Leonard Green	Valmark Advisers, Inc. other	Geneos Wealth Management, Inc. other	Other	Dec 6, 2005	Dec 1, 2005
Dana Alan Binsbachar	Valmark Advisers, Inc. other	Nfp Advisor Services, LLC other	Other	Dec 2, 2005	Dec 12, 2005
Steven Wayne Fenyves	Valmark Advisers, Inc. other	Securities America Advisors, Inc. other	Other	Nov 28, 2005	Dec 5, 2005
Robert Joseph Regan	Valmark Advisers, Inc. other	Nfp Advisor Services, LLC other	Other	Sep 27, 2005	Sep 27, 2005
Dax James Welsheimer	Valmark Advisers, Inc. other	Sunset Financial Services, Inc. other	Other	May 19, 2005	May 25, 2005
Allen Randolph Bruce	Valmark Advisers, Inc. other	Prosperity Assurance Advisory Services, Inc. unclassified	Other	Feb 1, 2005	Dec 4, 2002
Peggy Nell Slaughter	Valmark Advisers, Inc. other	Tower Square Securities, Inc. other	Other	Dec 16, 2004	Dec 17, 2004
Thomas Paul Muldoon	Valmark Advisers, Inc. other	Financial Telesis, Inc. other	Other	Dec 1, 2004	Feb 8, 2005 (69 d)
Bruce David Swanson	Valmark Advisers, Inc. other	Portfolio Design Services, LLC other	Other	Jul 1, 2004	Nov 30, 2005 (517 d)
Kathleen Antoinette Graham	Valmark Advisers, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Apr 16, 2004	Aug 12, 2005 (483 d)
Angela R Mally	Valmark Advisers, Inc. other	Park Avenue Securities LLC other	Other	Nov 24, 2003	Jul 14, 2004 (233 d)
Cory Ray Reckard	Valmark Advisers, Inc. other	Park Avenue Securities LLC other	Other	Sep 24, 2003	Jun 13, 2007 (1358 d)
James Elno Makee	Valmark Advisers, Inc. other	Keybanc Capital Markets Inc. unclassified	Other	Sep 11, 2003	Sep 17, 2003
Jonathon Edward Visscher	Valmark Advisers, Inc. other	Cincinnati Analysts, Inc other	Other	May 12, 2003	Dec 21, 2005 (954 d)
Samuel Norris Holloway	Valmark Advisers, Inc. other	Cincinnati Analysts, Inc other	Other	May 12, 2003	Dec 21, 2005 (954 d)
Caroline Jennings Holloway	Valmark Advisers, Inc. other	Cincinnati Analysts, Inc other	Other	May 12, 2003	Dec 21, 2005 (954 d)
John Allen Cindia	Valmark Advisers, Inc. other	Cherry Bekaert Wealth Management LLC other	Other	Dec 17, 2002	Aug 4, 2004 (596 d)

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170 moves match.