ADVISER MOVES

John D. Podesto is listed with Valmark Advisers; 87 affiliation changes

A Nov. 2 registration observation lists Podesto with Valmark Advisers, Inc.; the 87-count covers affiliation records, not verified job moves.

By Daniel Mercer·Edition ·1 min read

John D. Podesto's registration observation lists him with Valmark Advisers, Inc. in San Francisco, with an approved Maryland adviser registration dated Nov. 1, 2026. The observation was made Nov. 2. An added affiliation record describes a registration record, not a verified job move.

The complete Nov. 2 count is 87 affiliation changes: 6 added records, 81 updated records and no removed records. These categories count affiliation records, not changes in registration status or verified hiring and departures.

Two updated records involve Edward Jones. Morgan R. Witman's observed branch listing was in Lebanon, Pennsylvania, while David R. Green's was in Chesterfield, Missouri. Those registration observations do not establish employment dates or job changes.

Adviser affiliation records

The appendix lists all 87 affiliation records on 11/02/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 76–87 of 87. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Silas B. Cobb829808011/02/2026updated
Stace A. Hilbrant106383111/02/2026updated
Summer F. Wilson831342911/02/2026updated
Susan M. Gibbs115689611/02/2026updated
Terra A. Jahns238751411/02/2026updated
Terri S. Brown582812211/02/2026updated
Thomas T. Hughes569099411/02/2026updated
Trevor M. Brody475310011/02/2026updated
Vincent G. Perrotta654099411/02/2026updated
William Campbell820018411/02/2026updated
William W. Weikum813360311/02/2026updated
Yijun Yao678089611/02/2026updated

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