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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-05 |
| NC | RA | APPROVED | 2025-07-02 |
| VT | RA | APPROVED | 2023-04-06 |
| GA | RA | APPROVED | 2022-03-14 |
| NY | RA | APPROVED | 2021-04-06 |
| PA | RA | APPROVED | 2020-03-09 |
| MI | RA | APPROVED | 2019-11-06 |
| MN | RA | APPROVED | 2019-09-17 |
| NE | RA | APPROVED | 2019-05-14 |
| IL | RA | APPROVED | 2019-03-20 |
| SC | RA | APPROVED | 2018-05-15 |
| CO | RA | APPROVED | 2018-03-27 |
| MA | RA | APPROVED | 2016-02-10 |
| IN | RA | APPROVED | 2015-11-05 |
| FL | RA | APPROVED | 2015-05-15 |
| TX | RA | APPROVED_RES | 2014-07-03 |
| NV | RA | APPROVED | 2012-07-11 |
| WV | RA | APPROVED | 2010-01-27 |
| NJ | RA | APPROVED | 2007-01-04 |
| OH | RA | APPROVED | 2003-12-16 |
| KY | RA | APPROVED | 2003-12-15 |
Branch Locations
909 Wrights Summit Parkway Suite 120, Fort Wright, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 12/2003 | Present |
| Valmark Advisers | Akron | OH | 12/2003 | Present |
| Focus On Success, Llc | Ft Mitchell | OH | 12/2003 | 01/2026 |
| W3 Wealth Management | Fort Mitchell | KY | 01/2026 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 01/2026 | Present |
1.) Xavier University, 3800 Victory Pkwy, Cincinnati, OH 45207, Mentor, Provide mentorship to existing students who are interested in financial service industry, not investment related, start date 4/1/16, 1-5 hours per month, no compensation/// 2.) Redwood /Dorothy Wood Foundation, 71 Orphanage Rd Fort Mitchell, KY 41017,Investment Committee Member, Provide oversight to foundation funds that are used to support Redwood, not investment related, start date 4/1/2015, 1-5 hours per month, no compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-22 |
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