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 |
| Eric Donald Coffman | 2206779 | 1 | 06/26/2020 | Customer Dispute | Settled | $17,790.50 | $0.00 | See FINRA Report |
| Wayne Franklin Farnsworth | 1410953 | 1 | 06/14/2019 | Customer Dispute | Denied | $147,000.00 | $0.00 | See FINRA Report |
| Jimmy Shannon Forbis | 210980 | 3 | 10/29/2018 | Customer Dispute | Settled | $200,000.00 | $0.00 | See FINRA Report |
| Thomas Patrick Olexa | 1726384 | 4 | 08/20/2018 | Customer Dispute | Pending | $2,211,040.00 | $0.00 | See FINRA Report |
| Jon James Melander | 1698904 | 1 | 04/13/2018 | Customer Dispute | Settled | $97,015.00 | $0.00 | See FINRA Report |
| Jimmy Shannon Forbis | 210980 | 3 | 09/20/2016 | Customer Dispute | Denied | $0.00 | $0.00 | See FINRA Report |
| David Lawrence Pelland | 4193640 | 1 | 05/23/2016 | Customer Dispute | Denied | $48,368.90 | $0.00 | See FINRA Report |
| John Joseph Demboski | 4320709 | 1 | 12/18/2015 | Customer Dispute | Denied | $5,050.00 | $0.00 | See FINRA Report |