GOERING SHELLY ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GOERING SHELLY ANN appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | VALMARK ADVISERS INC | CHIEF LEGAL OFFICER | AKRON, OH |
| — | Form ADV | MCDONALD INVESTMENTS INC. | CHIEF COMPLIANCE OFFICER | CLEVELAND, OH |
| — | Form ADV | VALMARK RETIREMENT ADVISERS, LLC | CHIEF LEGAL OFFICER | AKRON, OH |