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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-06 |
| AL | RA | APPROVED | 2024-02-01 |
| FL | RA | APPROVED | 2024-01-11 |
| WV | RA | APPROVED | 2021-09-10 |
| NY | RA | APPROVED | 2021-04-06 |
| NJ | RA | APPROVED | 2021-02-09 |
| SC | RA | APPROVED | 2018-05-15 |
| GA | RA | APPROVED | 2017-11-29 |
| PA | RA | APPROVED | 2016-09-21 |
| OH | RA | APPROVED | 2010-04-29 |
| IN | RA | APPROVED | 2010-04-28 |
| KY | RA | APPROVED | 2010-04-28 |
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 |
|---|---|---|---|---|
| Focus On Succees | Fort Mitchell | KY | 03/2010 | 01/2026 |
| Valmark Securities, Inc. | Akron | OH | 03/2010 | Present |
| Valmark Advisers, Inc. | Akron | OH | 04/2010 | Present |
| W3 Wealth Management | Fort Mitchell | KY | 01/2026 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 01/2026 | Present |
1.) Diocese of Covington, 1125 Madison Ave.; Covington, KY 41011; Catholic Church & Schools; Investment Committee Member; Review & monitor the Diocese Investment Accounts; YES is Investment Related; 5/1/2014 Start Date; Approx. 1-5 hrs. per month; Voluntary, No Compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-26 |
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