Full text of VALMARK SECURITIES, INC.'s X-17A-5 filed 2023-02-27 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------  Independent Auditors Report – Financial Statements and Supplemental Information Reconciliation (Form SIPC-7) – Schedule of General Assessment Report on Applying Agreed-Upon Procedures of Broker Dealer Report on Review of Statement of Exemption ### Year Ended December 31, 2022 #### WWW.VALMARKFG.COM {1}------------------------------------------------ #### UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ANNUAL REPORTS FORM X-17A-5 PART III | OMB APPROVAL | |---------------------------| | OMB Number: 3235-0123 | | Expires: Oct. 31, 2023 | | Estimated average burden | | hours per response:<br>12 | SEC FILE NUMBER FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FILING FOR THE PERIOD BEGINNING 01/01/22 | | AND ENDING 12/31/22 | | | |------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|---------------------|------------------------|--------------------------------------------| | | MM/DD/YY | | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: VALMARK SECURITIES, INC. | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>XI Broker-dealer<br>Check here if respondent is also an OTC derivatives dealer | _ Security-based swap dealer | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | 130 SPRINGSIDE DR., SUITE 110 | | | | | | | (No. and Street) | | | | | AKRON | OH | | | 44333 | | (City) | (State) | | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | ELIZABETH E. KOZENKO | (330) 576-1234 x3452 | | EKozenko@ValmarkFG.com | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>MSL, P.A. | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 255 S. ORANGE AVE., SUITE 600 | ORLANDO | | FL | 32801 | | (Address) | (City) | | (State) | (Zip Code) | | 09/24/2003 | | 569 | | | | (Date of Registration with PCAOB)(if applicable) | | | | (PCAOB Registration Number, if applicable) | | | FOR OFFICIAL USE ONLY | | | | | * Claims for exemption from the requirement that the annual reports of an independent public | | | | | ac…Read the full text as markdown