There are options for clients of Valmark Securities, Inc. broker Timothy Roark (CRD# 5949136) who suffered investment losses. He has been registered with Valmark Securities, Inc. in Gainesville, Florida, from 2011 to 2025.
In June 2025, Patricia A. Shively & Patricia A. Shively, as Trustee of the Patricia Ann Shively Trust dated June 30, 1998 opened a civil investigation alleging, “breach of fiduciary duty, gross negligence, negligent representation, unjust enrichment.”
Timothy Roark Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
June 2025. “The complaint alleges that Koss Olinger acted as an investment advisor to [REDACTED] and her trust from 2008 through 2025. Mr. Olinger II is named as a Control Defendant associated with Koss Olinger. A series of investments and loan guarantees made by [REDACTED] during this time are the sources of the allegations.” The customer is seeking $1,000,000 in damages, and the case is currently pending.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Valmark Securities, Inc. may be liable for investment or other losses suffered by Timothy Roark’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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