Full text of VALMARK SECURITIES, INC.'s X-17A-5 filed 2025-03-31 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------  #### 4 {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 > ANNUAL REPORTS FORM X-17A-5 OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 SEC FILE NUMBER ### PART III FILING FOR THE PERIOD BEGINNING \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ AND ENDING \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ A. REGISTRANT IDENTIFICATION 01/01/2024 12/31/2024 #### NAME OF FIRM: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ VALMARK SECURITIES, INC. | | 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 _____________________ AND ENDING ______________________ | | | | | MM/DD/YY | | MM/DD/YY | | | | | | | | VALMARK SECURITIES, INC.<br>NAME OF FIRM: _______________________________________________________________________ | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>☐<br>☐<br>Broker-dealer<br>☐ | ☐<br>Security-based swap dealer<br>Check here if respondent is also an OTC derivatives 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<br>_____________________________________________________________________________________ | | | | | (No. and Street) | | | | AKRON | OH<br>_____________________________________________________________________________________ | | 44333 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | ELIZABETH E. KOZENKO | 330-576-1234<br>_____________________________________________________________________________________ | | EKOZENKO@VALMARKFG.COM | | (Name) | (Area Code – Telephone Number) | (Email Address) | | | | B.<br>ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | CROWE, LLP | _______________________________________________________________…Read the full text as markdown