Our Staff has compiled our research into a database of FINRA Broker Disclosures for Valmark Securities, Inc.. Search or filter the database to find more about a specific broker.
Search by Name, CRD, Disclosures, or Damages:
| Name | CRD | Total Disclosures | Filing Date | Disclosure Type | Disclosure Status | Damages Requested | Damages Granted | FINRA Reports |
|---|---|---|---|---|---|---|---|---|
| Grason Lanz | 6743666 | 1 | 10/14/2022 | Customer Dispute | Settled | $5,000.00 | $0.00 | See FINRA Report |
| Benjamin Paul Julianel | 5705371 | 1 | 07/18/2022 | Customer Dispute | Settled | $5,000.00 | $0.00 | See FINRA Report |
| Robert Duncan Coode | 2651720 | 2 | 03/09/2022 | Judgment / Lien | $0.00 | $0.00 | See FINRA Report | |
| Robert Duncan Coode | 2651720 | 2 | 03/01/2022 | Judgment / Lien | $0.00 | $0.00 | See FINRA Report | |
| Cindy S Bojanski | 4351745 | 1 | 01/24/2022 | Employment Separation After Allegations | $0.00 | $0.00 | See FINRA Report | |
| Gina Marie Warren | 5600425 | 6 | 09/30/2020 | Financial | Final | $0.00 | $0.00 | See FINRA Report |
| Gina Marie Warren | 5600425 | 6 | 08/29/2020 | Financial | Final | $0.00 | $0.00 | See FINRA Report |
| Gina Marie Warren | 5600425 | 6 | 07/21/2020 | Financial | Final | $0.00 | $0.00 | See FINRA Report |
| Eric Donald Coffman | 2206779 | 1 | 06/26/2020 | Customer Dispute | Settled | $17,790.50 | $0.00 | See FINRA Report |
| Gina Marie Warren | 5600425 | 6 | 05/19/2020 | Financial | Final | $0.00 | $0.00 | See FINRA Report |