Individual Firm
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DAVID HANNA GOODFELLOW
CRD#: 5601076
IA
B
VALMARK ADVISERS, INC.CRD#: 108050 1080 Pittsford Victor Rd.
Suite 201
Pittsford, NY 14534
Suite 201
Pittsford, NY 14534
VALMARK SECURITIES, INC.CRD#: 31243 1080 Pittsford Victor Road
Pittsford, NY 14534
Pittsford, NY 14534
0
Disclosures
16
Years of Experience
View By:
State Registrations
IA
Alabama 3/2/2023
B
Nevada 7/3/2024
B
Alaska 9/21/2021
B
New Jersey 8/3/2020
IA
Alaska 9/23/2021
IA
New Jersey 8/5/2020
B
California 9/26/2022
B
New York 8/3/2020
B
Colorado 8/3/2020
IA
New York 4/6/2021
B
Connecticut 2/28/2022
IA
North Carolina 8/4/2020
B
District of Columbia 8/3/2020
B
North Carolina 5/24/2021
B
Florida 8/3/2020
B
Ohio 8/3/2020
IA
Florida 8/18/2020
IA
Ohio 2/20/2024
B
Georgia 8/3/2020
B
Pennsylvania 8/3/2020
IA
Illinois 8/5/2020
IA
Pennsylvania 8/3/2020
B
Illinois 7/22/2021
B
South Carolina 8/3/2020
B
Indiana 8/3/2020
IA
South Carolina 8/4/2020
IA
Indiana 8/4/2020
IA
South Dakota 11/22/2021
B
Kentucky 11/4/2021
B
Tennessee 8/3/2020
IA
Kentucky 12/20/2021
B
Texas 1/24/2022
B
Maryland 7/26/2024
IA
Texas 2/11/2022
IA
Maryland 9/3/2024
B
Virginia 8/3/2020
IA
Massachusetts 8/18/2020
IA
Virginia 9/22/2021
IA
Michigan 11/9/2021
B
Washington 1/4/2021
B
Michigan 5/5/2022
IA
Washington 2/16/2021
B
Nebraska 8/3/2020
SRO Registrations
B
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IA
Registered with this firm since 8/3/2020
B
Registered with this firm since 8/3/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/29/2016 - 08/04/2020 | PITTSFORD, NY | |
B | 11/17/2008 - 08/04/2020 | PITTSFORD, NY |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.