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Investment Adviser Firm Summary

VALMARK ADVISERS INC (CRD# 108050 / SEC# 801-55564)
Alternate Names: VALMARK ADVISERS INC , VALMARK ADVISERS, INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 05/29/1998
Wyoming Termination Requested 08/11/2017

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 01/11/2001
Alaska 06/28/2002
Arizona 07/01/1999
Arkansas 06/25/2002
California 02/03/2000
Colorado 11/20/2000
Connecticut 02/12/2001
Delaware 07/23/2003
District of Columbia 06/26/2001
Florida 03/30/1999
Georgia 02/02/2000
Hawaii 06/21/2002
Idaho 06/21/2002
Illinois 02/12/2001
Indiana 02/13/2001
Iowa 07/01/2002
Kansas 06/21/2002
Kentucky 02/01/2000
Louisiana 06/26/2001
Maine 06/26/2001
Maryland 06/26/2001
Massachusetts 02/14/2000
Michigan 02/16/2000
Minnesota 06/26/2001
Mississippi 02/15/2000
Missouri 06/26/2001
Montana 06/21/2002
Nebraska 06/21/2002
Nevada 02/12/2001
New Hampshire 06/26/2001
New Jersey 07/31/2001
New Mexico 07/18/2002
New York 08/02/2001
North Carolina 02/12/2001
North Dakota 06/21/2002
Ohio 02/12/2001
Oklahoma 02/12/2001
Oregon 06/21/2002
Pennsylvania 06/26/2001
Rhode Island 06/26/2001
South Carolina 11/22/2000
South Dakota 06/25/2002
Tennessee 05/21/2002
Texas 04/27/2001
Utah 06/21/2002
Vermont 03/11/2002
Virginia 06/26/2001
Washington 06/21/2000
West Virginia 11/21/2000
Wisconsin 06/21/2002
Wyoming 07/27/2017

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser