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Caleb J. Procaccini

VALMARK SECURITIES
Plainville, MA 02762
CRD#: 7846777
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CP
Caleb Joshua ProcacciniVALMARK SECURITIES

Professional summary


Caleb Joshua Procaccini, who also goes by Caleb J Procaccini, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Plainville, Massachusetts.

Caleb is registered as a RR (Registered Representative) and started their career in finance in 2026. Caleb has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Caleb J Procaccini

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Caleb Joshua Procaccini'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

May 22, 2026 - Present

VALMARK SECURITIES, INC.

Office #1: 72 Taunton Street, Plainville, MA 02762
BD
CRD#: 31243
Plainville, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 5/22/2026
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm


VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures


Regulatory Event4

Red Flags


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

Company Information


VALMARK SECURITIES, INC.

CRD#: 31243Plainville, MA 02762

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