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Detailed Report
Robert Duncan Coode
BOB COODE
CRD#: 2651720
IA
Investment Adviser
B
Broker
MARCUM WEALTH, LLCCRD#: 134628 6685 BETA DRIVE
CLEVELAND, OH 44143
VALMARK SECURITIES, INC.CRD#: 31243 6685 Beta Drive
Mayfield Village, OH 44143
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2019 - Present (5 years)BPROEQUITIES, INC. (CRD# 15708)1996 - 2019 (23 years)IAINVESTMENT ADVISORS (CRD# 15708)2000 - 2019 (18 years)
License(s)

State Registrations

B
Alabama 2/4/2020
B
New Jersey 2/4/2020
B
Arizona 1/22/2020
B
New Mexico 1/2/2020
B
Arkansas 2/14/2020
B
New York 2/11/2020
B
Colorado 2/4/2020
B
North Carolina 2/5/2020
B
Connecticut 2/8/2021
IA
Ohio 9/3/2019
B
Florida 1/2/2020
B
Ohio 10/29/2019
B
Georgia 2/11/2020
B
Oregon 2/11/2020
B
Idaho 2/10/2020
B
Pennsylvania 12/9/2019
B
Illinois 2/7/2020
B
South Carolina 1/29/2020
B
Indiana 2/11/2020
B
Tennessee 2/11/2020
B
Kansas 1/27/2020
B
Texas 2/3/2020
B
Kentucky 2/11/2020
IA
Texas 2/10/2020
B
Maine 2/11/2020
B
Virginia 1/27/2020
B
Massachusetts 1/29/2020
B
West Virginia 2/11/2020
B
Nevada 2/7/2020
B
Wisconsin 2/11/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MARCUM WEALTH, LLC (CRD#:134628)
6685 BETA DRIVE, CLEVELAND, OH 44143
Registered with this firm since 9/3/2019
B
VALMARK SECURITIES, INC. (CRD#:31243)
6685 Beta Drive, Mayfield Village, OH 44143
Registered with this firm since 10/28/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/05/2000 - 07/11/2019 INVESTMENT ADVISORS (CRD#:15708) MAYFIELD VILLAGE, OH
B
 05/23/1996 - 07/11/2019 PROEQUITIES, INC. (CRD#:15708) MAYFIELD VILLAGE, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.