DG
David H. Goodfellow
VALMARK ADVISERS
Pittsford, NY 14534
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CRD#: 5601076
DG
Professional summary
David Hanna Goodfellow is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Pittsford, New York and VALMARK SECURITIES, INC. located in St. Johns, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 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)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COORDINATED PLAN | POSITION HELD: AGENT |ADDRESS: 1080 PITTSFORD VICTOR RD PITTSFORD, NY 14534 | START DATE: 3/30/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS |DESCRIPTION OF DUTIES: LIFE, ACCIDENT, HEALTH, DISABILITY AND LONG-TERM CARE INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY //// 2) Fixed insurance annuity sales; Writing Agent with various insurance carriers; Athene and National Life ;1-5 hours/month; start 05/2023; not investment related;; commissions from insurance carriers./// 3)KAFL Insurance Resources; Rochester, NY; Insurance brokerage writing agent; not investment related; 1-5 hours/month; commission income.
CRS (Client Relationship Summary) - RIA
Click below to view David Hanna Goodfellow's 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®
NoneExperience
Current
August 3, 2020 - Present
VALMARK ADVISERS, INC.
Office #1: 1080 Pittsford Victor Rd. Suite 201, Pittsford, NY 14534RIA
CRD#: 108050
Pittsford, NY
Current
August 3, 2020 - Present
VALMARK SECURITIES, INC.
Office #2: 1080 Pittsford Victor Road, Pittsford, NY 14534BD
CRD#: 31243
St. Johns, FL
Past
September 29, 2016 - August 4, 2020
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
PITTSFORD, NY
Past
November 17, 2008 - August 4, 2020
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
PITTSFORD, NY
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".
VA
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)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.RR
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
IAR
Alabama(3/2/2023)
RR
Alaska(9/21/2021)
IAR
Alaska(9/23/2021)
RR
California(9/26/2022)
RR
Colorado(8/3/2020)
RR
Connecticut(2/28/2022)
RR
District of Columbia(8/3/2020)
RR
Florida(8/3/2020)
IAR
Florida(8/18/2020)
RR
Georgia(8/3/2020)
IAR
Illinois(8/5/2020)
RR
Illinois(7/22/2021)
RR
Indiana(8/3/2020)
IAR
Indiana(8/4/2020)
RR
Kentucky(11/4/2021)
IAR
Kentucky(12/20/2021)
RR
Maryland(7/26/2024)
IAR
Maryland(9/3/2024)
IAR
Massachusetts(8/18/2020)
IAR
Michigan(11/9/2021)
RR
Michigan(5/5/2022)
RR
Nebraska(8/3/2020)
RR
Nevada(7/3/2024)
RR
New Jersey(8/3/2020)
IAR
New Jersey(8/5/2020)
RR
New York(8/3/2020)
IAR
New York(4/6/2021)
IAR
North Carolina(8/4/2020)
RR
North Carolina(5/24/2021)
RR
Ohio(8/3/2020)
IAR
Ohio(2/20/2024)
RR
Pennsylvania(8/3/2020)
IAR
Pennsylvania(8/3/2020)
RR
South Carolina(8/3/2020)
IAR
South Carolina(8/4/2020)
IAR
South Dakota(11/22/2021)
RR
Tennessee(8/3/2020)
RR
Texas(1/24/2022)
IAR
Texas(2/11/2022)
RR
Virginia(8/3/2020)
IAR
Virginia(9/22/2021)
RR
Washington(1/4/2021)
IAR
Washington(2/16/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Pittsford, NY 14534TRUST BUT VERIFY
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