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
Arrivals at 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 |
|---|---|---|---|---|---|
| Joseph Franklin Maher | Archford Capital Strategies, LLC independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 19, 2026 | Sep 1, 2026 |
| David Dreier | Peak Retirement Planning, Inc. independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | May 27, 2026 (55 d) |
| Austin Hussey | W3 Wealth Advisors, LLC state registered | Valmark Advisers, Inc. BD affiliated | Other | Mar 25, 2026 | Apr 21, 2026 |
| Kenneth Wilson Hawkins | Capital Analysts BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Feb 9, 2026 |
| Scott E Kelly | Gallagher Fiduciary Advisors, LLC institutional | Valmark Advisers, Inc. BD affiliated | Other | Jan 2, 2026 | Jan 5, 2026 |
| Donald Lawrence Reichert | The Reichert Company, Inc. unclassified | Valmark Advisers, Inc. mixed wealth | Other | Dec 5, 2025 | Sep 19, 2018 |
| Melissa Marie Paione | Cornerstone Wealth Planning state registered | Valmark Advisers, Inc. BD affiliated | Other | Oct 28, 2025 | Nov 3, 2025 |
| Joseph Glenn Larson | LPL Financial LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2025 | Feb 25, 2025 |
| Matthew Schuster | Assetmark, Inc. BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2025 | May 27, 2025 (126 d) |
| Alexander Adams | Cetera Investment Advisers LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2025 | Feb 28, 2025 (45 d) |
| Robert Hardeman Bradford | Centerpoint Advantage, LLC unclassified | Valmark Advisers, Inc. other | Other | Dec 31, 2024 | May 20, 2002 |
| Richard Gordon Topp | Centerpoint Advantage, LLC unclassified | Valmark Advisers, Inc. BD affiliated | Other | Dec 31, 2024 | Jan 1, 2025 |
| George Bailey Pickett | Centerpoint Advantage, LLC unclassified | Valmark Advisers, Inc. other | Other | Dec 31, 2024 | Nov 7, 2001 |
| Robert Gary Dye | Ae Wealth Management, LLC independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 10, 2024 | Dec 13, 2024 |
| Paul Aubrey Harris | Capital Cities Investments independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 26, 2024 | Oct 29, 2024 |
| Maria Isabel Carchi | Equitable Advisors, LLC national BD | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2024 | Jan 6, 2026 (442 d) |
| Katherine Elizabeth Glidden | Gallagher Fiduciary Advisors, LLC institutional | Valmark Advisers, Inc. BD affiliated | Other | Aug 13, 2024 | Aug 14, 2024 |
| William Drake Richey | MML Investors Services, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2024 | May 9, 2024 |
| Garrett Duchesne | Fidelity Personal And Workplace Advisors BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2024 | Apr 23, 2024 |
| Scott Bradford Peelen | Independent Financial Partners BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2024 | Feb 2, 2024 |
| Mark Joseph Giraud | United Planners' Financial Services Of America A Limited Partner independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 23, 2024 | Jan 9, 2024 |
| James Laurence Bush | MML Investors Services, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2023 | May 9, 2024 (130 d) |
| Jordan Howd | Strategic Wealth Partners, Ltd. independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 15, 2023 | Dec 2, 2023 |
| Gabriel Christensen | MML Investors Services, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2023 | May 29, 2024 (320 d) |
| Jared Scot Knobbe | LPL Financial LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2023 | Jun 1, 2023 |
| Gregory Scott Cahill | Lion Street Advisors, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2023 | Mar 9, 2023 |
| Sergio Fernandez | Independent Financial Group, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2023 | Feb 17, 2023 |
| Todd Sheppard Healy | Lion Street Advisors, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2023 | Jan 9, 2023 |
| Carolyn Jane Smith | Lion Street Advisors, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2023 | Jan 9, 2023 |
| Robert Rowland Blount | Lion Street Advisors, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2023 | Jan 9, 2023 |
| Adam John Bailey | LPL Financial LLC independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2022 | Nov 28, 2022 |
| Michael Lee Demers | Thrivent Advisor Network, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2022 | Aug 5, 2025 (992 d) |
| Gregory Charles Freeman | Kestra Advisory Services, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Sep 27, 2022 |
| Kenneth Ray Ehinger | Kre Strategies, LLC unclassified | Valmark Advisers, Inc. BD affiliated | Other | Sep 27, 2022 | Sep 27, 2022 |
| Thomas George Anderson | Avantax Advisory Services BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2022 | Sep 12, 2022 |
| David Christopher Heine | Avantax Advisory Services BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2022 | Sep 12, 2022 |
| Michael Dwaine Watson | Independent Financial Group, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2022 | Mar 17, 2023 (197 d) |
| James Phillip Quinlan | Wipfli Financial Advisors, LLC independent RIA | Valmark Advisers, Inc. other | Other | Aug 30, 2022 | May 26, 2017 |
| Dylan Campbell Costello | Securian Financial Services, Inc. independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 7, 2022 | Jul 5, 2022 |
| Benjamin Paul Julianel | Securian Financial Services, Inc. independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 5, 2022 | Jul 1, 2022 |
| Kenneth Robert Samuelson | Kestra Advisory Services, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2022 | Mar 28, 2022 |
| Alexander Hull | MML Investors Services, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2022 | Jan 26, 2024 (694 d) |
| Gregory A Mcdermott | Kohmann Bosshard Financial Services, LLC. independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2022 | Jun 7, 2022 (99 d) |
| Brandon Daniel Dirkschneider | LPL Financial LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2022 | Mar 18, 2022 |
| Cindy S Bojanski | LPL Financial LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2022 | Apr 14, 2022 (50 d) |
| Samuel Hand Robert | Newport Group Consulting, LLC institutional | Valmark Advisers, Inc. BD affiliated | Other | Jan 24, 2022 | Feb 4, 2022 |
| Nathan Dustman | Wells Fargo Advisors wirehouse | Valmark Advisers, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 10, 2021 | Jan 6, 2022 |
| Allison Miller | Global Retirement Partners LLC institutional | Valmark Advisers, Inc. BD affiliated | Other | Dec 6, 2021 | Jun 2, 2023 (543 d) |
| Daniel T Berzinskas | Huntington Financial Advisors BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2021 | Nov 19, 2021 |
| Jimmy Shannon Forbis | Capital Analysts BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2021 | Oct 29, 2021 |
| Craig Robert Howard | Capital Analysts BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2021 | Nov 2, 2021 |
| Jonathan M Davis | Tlg Advisors, Inc. BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 18, 2021 |
| Scott Taylor Marshall | Tlg Advisors, Inc. BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 18, 2021 |
| Brent Lee Walker | Tlg Advisors, Inc. BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 18, 2021 |
| Laura Steffey Moss | Sikich Financial independent RIA | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2021 | Jan 13, 2022 (104 d) |
| Grant Eugene Foster | Capital Analysts BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2021 | Sep 23, 2021 |
| Mikael Rodriguez | Fidelity Personal And Workplace Advisors BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 9, 2021 | Oct 11, 2024 (1159 d) |
| Andrew Ryan Meeder | J.P. Morgan Securities LLC wirehouse | Valmark Advisers, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 11, 2021 | Aug 30, 2021 (80 d) |
| Robert Angus Macarthur | Northwestern Mutual Investment Services,LLC no RAUM | Valmark Advisers, Inc. BD affiliated | Other | Jun 9, 2021 | Jun 1, 2021 |
| David Mathers | Robert W. Baird & Co. Incorporated mixed wealth | Valmark Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 6, 2021 | Mar 20, 2023 (713 d) |
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233 moves match.