Full text of VALMARK SECURITIES, INC.'s X-17A-5 filed 2024-03-29 (period 2023-12-31). 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, 2023 #### WWW.VALMARKFG.COM {1}------------------------------------------------ | ANNUAL REPORTS | | |----------------|--| | FORM X-17A-5 | | | SEC FILE NUMBER | |-----------------| |-----------------| | FILING FOR THE PERIOD BEGINNING | 01/01/23 | AND ENDING | | 12/31/23 | |----------------------------------------------------------------------------------------------|----------------------------------------------------------------------|------------|-------------------------------------------|--------------------------------------------| | | MM/DD/YY | | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: VALMARK SECURITIES, INC. | | | | | | TYPE OF REGISTRANT (check all applicable boxes): | | | | | | & Broker-dealer<br>Check here if respondent is also an OTC derivatives dealer | [ Security-based swap dealer Major security-based swap participant | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | 130 SPRINGSIDE DR., SUITE #110 | | | | | | | (No. and Street) | | | | | AKRON | OH | | | 44833 | | (City) | (State) | | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | ELIZABETHE. KOZENKO | 330-576-1234 | | | | | (Name) | (Area Code - Telephone Number) | | EKOZENKO@VALMARKFG.COM<br>(Email Address) | | | | B. Accountant IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>CROWE, LLP | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 485 LEXINGTON AVE, FLOOR 11 | NEW YORK | | NY | 10017 | | (Address) | (City) | | (State) | (Zip Code) | | 9/24/2003 | | 173 | | | | (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 | | | | | {2}------------------------------------------------  - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ #### FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION Year Ended December 31,…Read the full text as markdown