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Paul Aubrey Harris
CRD#: 1247961
IA
Investment Adviser
B
Broker Regulated by FINRA
VALMARK SECURITIES, INC.CRD#: 31243 4560 Via Royale Suite 4B
Fort Myers, FL 33919
+1
Registration History
1985199019952000200520102015202020252 FIRMS2024 - Present (<1 year)BSILVER OAK SECURITIES, INCORPO... (CRD# 46947)2023 - 2024 (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2005 - 2023 (18 years)BMUTUAL SERVICE CORPORATION (CRD# 4806)1989 - 2005 (16 years)BMANEQUITY, INC. (CRD# 5249)1984 - 1989 (4 years)IACAPITAL CITIES INVESTMENTS (CRD# 116185)2004 - 2024 (20 years)IAMUTUAL SERVICE CORPORATION (CRD# 4806)2003 - 2004 (1 year)
License(s)

State Registrations

B
Arkansas

IA
Nevada

IA
Arkansas

IA
New Jersey

B
California

B
New York

IA
California

IA
New York

B
Florida

B
Ohio

IA
Florida

IA
Ohio

B
Georgia

IA
Oklahoma

IA
Georgia

B
Pennsylvania

IA
Illinois

IA
Pennsylvania

B
Indiana

IA
Texas

IA
Indiana

B
Virginia

IA
Kentucky

IA
Virginia

B
Nevada

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
VALMARK SECURITIES, INC. (CRD#:31243)
4560 Via Royale Suite 4B, Fort Myers, FL 33919
Registered with this firm since 10/28/2024

IA
VALMARK ADVISERS, INC. (CRD#:108050)
4560 Via Royale, Suite 4B, Fort Myers, FL 33919-1076
Registered with this firm since 10/29/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/26/2004 - 11/26/2024 CAPITAL CITIES INVESTMENTS (CRD#:116185) FORT MYERS, FL
B
11/20/2023 - 10/29/2024 SILVER OAK SECURITIES, INCORPORATED (CRD#:46947) Fort Myers, FL
B
04/01/2005 - 11/02/2023 TRIAD ADVISORS LLC (CRD#:25803) FT. MYERS, FL
B
01/27/1989 - 04/01/2005 MUTUAL SERVICE CORPORATION (CRD#:4806) BOSTON, MA
IA
08/13/2003 - 10/27/2004 MUTUAL SERVICE CORPORATION (CRD#:4806) FORT MYERS, FL
B
03/28/1984 - 01/30/1989 MANEQUITY, INC. (CRD#:5249)
Additional Information

The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. Rule 8312, amendments to the rule and notices related to U.S. Securities and Exchange Commission approval orders, can be viewed here.

State regulators are governed by their public records laws (not FINRA Rule 8312), and may provide information not in BrokerCheck, including information no longer required to be reported or updated on uniform registration forms due, for example, to its age or final disposition. You may contact your state regulator to request this additional information.

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B
Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both.
Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

IA
Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
It is common for a financial professional to act as both a broker and an investment adviser. Because of this, we include investment advisers on BrokerCheck, and provide links to the SEC's Investment Adviser Public Disclosure (IAPD) website so you can research further.

PR
Previously Registered

A Previously Registered broker or brokerage firm is not currently licensed to act as a broker (buying and selling securities on behalf of customers) or as an investment adviser (providing advice about securities to clients). They may still be able to offer other investment-related services if properly licensed to do so. Click here to learn more.

Disclosures

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