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301 Springside Drive, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 10/2020 |
| Valmark Securities, Inc | Akron | OH | 10/2020 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 10/2020 | Present |
| W3 Wealth Management | Akron | OH | 10/2020 | Present |
1. NOTARY PUBLIC, NOT INVESTMENT RELATED, NORTON, OH., START: 8/23/13, 1 HOUR/MONTH, LESS THAN AN HOUR DURING TRADING, NOTARIZE DOCUMENTS./// 2. W3 Wealth Management; Fairlawn, OH; Senior Registered Client Service Administrator; Wealth Management Firm; investment related; 40+ hours/ month; paid every 2 weeks; W3 payroll.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-04 |
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