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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-17 |
| IA | RA | APPROVED | 2025-08-25 |
| MT | RA | APPROVED | 2025-04-22 |
| NJ | RA | APPROVED | 2022-12-12 |
| NH | RA | APPROVED | 2022-06-01 |
| GA | RA | APPROVED | 2022-01-19 |
| NM | RA | APPROVED | 2022-01-19 |
| NC | RA | APPROVED | 2022-01-18 |
| MD | RA | APPROVED | 2021-07-06 |
| ME | RA | APPROVED | 2018-04-05 |
| OR | RA | APPROVED | 2018-01-03 |
| WI | RA | APPROVED | 2013-03-27 |
| SC | RA | APPROVED | 2013-01-07 |
| TX | RA | APPROVED | 2013-01-02 |
| VA | RA | APPROVED | 2012-11-20 |
| AZ | RA | APPROVED | 2012-01-17 |
| MI | RA | APPROVED | 2012-01-04 |
| PA | RA | APPROVED | 2010-11-05 |
| KY | RA | APPROVED | 2007-02-22 |
| CO | RA | APPROVED | 2007-02-01 |
| IN | RA | APPROVED | 2005-04-20 |
| MA | RA | APPROVED | 2003-07-09 |
| FL | RA | APPROVED | 2003-05-07 |
| WA | RA | APPROVED | 2002-01-25 |
| CA | RA | APPROVED | 2001-09-21 |
| IL | RA | APPROVED | 2001-08-16 |
| OH | RA | APPROVED | 2001-02-05 |
Branch Locations
301 Springside Drive, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sc Financial Services, Llc | Columbus | OH | 09/1985 | Present |
| Valmark Securities, Inc. | Akron | OH | 08/1999 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2000 | Present |
| Schiffman, Grow & Co. | Columbus | OH | 09/1985 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 01/2018 | Present |
| W3 Wealth Management, Llc | Akron | OH | 01/2018 | Present |
1. I ACTIVELY INVEST IN THOROUGHBRED HORSE BREEDING VENTURES AND RECEIVE INCOME FROM THESE ACTIVITIES (10 HRS WK) /// 2. W3 Global Accounting, LLC, 890 Proprietors Rd, Worthington, OH 43085; Public Accounting Firm; CPA; Accounting Consulting & Tax Preparation; 01/01/18 Start Date; NOT Investment Related; 11-20 approximate hrs. per month; W2 Employee./// 3. W3 Wealth Advisors, LLC; 90 N. Miller Ave., Fairlawn, OH 44333; Principal; YES Investment Related; Start Date 1/1/2018; Approximately 40+ hrs. per month; W-2.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-22 |
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