Daniel P. Rush

VALMARK ADVISERS

San Francisco, CA 94104

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CRD#: 4708249

Professional summary

Daniel Patrick Rush is a registered financial advisor currently at VALMARK ADVISERS, INC. located in San Francisco, California and SDM ADVISORS, LLC located in San Francisco, California.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Daniel has worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Owner of rental real estate property; Lakeport, CA; not investment related; collect rental income./// 2.) SDM Advisors, LLC; San Francisco, CA; Vice President; Wealth Management, Investment Advisory Services, Financial Sales, Financial Planning; investment-related; compensation is W2 with base compensation plus bonus.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Rush's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 3, 2020 - Present

VALMARK ADVISERS, INC.

Office #1: 235 Montgomery Street 26th Floor, San Francisco, CA, 94104

RIA

CRD#: 108050

San Francisco, CA

Current

March 19, 2020 - Present

SDM ADVISORS, LLC

Office #1: 235 Montgomery Street 26th Flr., San Francisco, CA 94104

RIA

CRD#: 170014

San Francisco, CA

Current

December 2, 2019 - Present

VALMARK SECURITIES, INC.

Office #1: 640 Menlo Avenue Suite 2, Menlo Park, CA 94025Office #2: 235 Montgomery Street 26th Floor, San Fransciso, CA 94104

CRD#: 31243

Menlo Park, CA

Past

April 1, 2010 - January 18, 2013

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

SANTA ROSA, CA

Past

May 1, 2008 - May 22, 2008

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

NOVATO, CA

Past

May 1, 2008 - May 22, 2008

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

NOVATO, CA

Past

March 29, 2004 - January 18, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

SANTA ROSA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/2/2020)

IAR

California
(3/3/2020)

IAR

Florida
(3/16/2022)

IAR

Washington
(4/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/28/2020

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/30/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/2/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/24/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/26/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel P. Rush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Rush's CRS (Customer Relationship Summary).

Certified licenses

Experience

SDM ADVISORS, LLC

VALMARK SECURITIES, INC.

EAGLE STRATEGIES LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2020

Series 65

Date: 4/30/2008

Series 63

Date: 4/7/2004

Series 7TO

Date: 12/2/2019

SIE

Date: 10/24/2019

Series 6

Date: 3/26/2004

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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