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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-17 |
| SD | RA | APPROVED | 2024-01-19 |
| KS | RA | APPROVED | 2023-08-21 |
| MS | RA | APPROVED | 2022-10-27 |
| MA | RA | APPROVED | 2022-02-01 |
| DC | RA | APPROVED | 2022-01-24 |
| NM | RA | APPROVED | 2022-01-19 |
| LA | RA | APPROVED | 2022-01-18 |
| ME | RA | APPROVED | 2022-01-18 |
| NY | RA | APPROVED | 2021-04-06 |
| NJ | RA | APPROVED | 2020-09-14 |
| AL | RA | APPROVED | 2020-09-11 |
| AK | RA | APPROVED | 2020-09-11 |
| CO | RA | APPROVED | 2020-09-11 |
| IN | RA | APPROVED | 2020-09-11 |
| MI | RA | APPROVED | 2020-09-11 |
| MN | RA | APPROVED | 2020-09-11 |
| MO | RA | APPROVED | 2020-09-11 |
| SC | RA | APPROVED | 2020-09-01 |
| NC | RA | APPROVED | 2020-08-20 |
| OR | RA | APPROVED | 2020-06-09 |
| VA | RA | APPROVED | 2019-12-13 |
| IL | RA | APPROVED | 2019-11-20 |
| AZ | RA | APPROVED | 2019-06-26 |
| TX | RA | APPROVED | 2018-07-18 |
| WI | RA | APPROVED | 2017-04-04 |
| PA | RA | APPROVED | 2017-01-27 |
| NV | RA | APPROVED | 2017-01-04 |
| GA | RA | APPROVED | 2016-09-12 |
| MD | RA | APPROVED | 2015-04-28 |
| FL | RA | APPROVED | 2015-03-05 |
| CA | RA | APPROVED | 2013-04-02 |
| KY | RA | APPROVED | 2005-05-24 |
| WA | RA | APPROVED | 2005-05-10 |
| OH | RA | APPROVED | 2004-06-15 |
Branch Locations
301 Springside Drive, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 04/2004 | Present |
| Valmark Advisers, Inc. | Akron | OH | 06/2004 | Present |
| W3 Wealth Management, Llc | Akron | OH | 06/2006 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 06/2004 | Present |
1. W3 WEALTH MANAGEMENT, LLC, 90 N MILLER RD., AKRON, OH 44333; FINANCIAL SERVICES; PARTNER/OWNER; CLIENT MEETINGS AND OVERSEE DAILY ACTIVITIES; INVESTMENT RELATED; STARTED 02/20/2004; FINANCIAL INTEREST-I HAVE AN OWNERSHIP INTEREST THROUGH MY OWNERSHIP IN CRESCENDO CAPITAL, LLC. AND W3 GLOBAL, LLC.; COMPENSATION- BASED ON A % OF NET PROFITS./// 2. W3 GLOBAL, LLC, 90 N MILLER RD., AKRON, OH 44333; FINANCIAL SERVICES; PARTNER/OWNER; CLIENT MEETINGS AND OVERSEE DAILY ACTIVITIES; INVESTMENT RELATED; STARTED 02/20/2016; FINANCIAL INTEREST-I HAVE AN OWNERSHIP INTEREST THROUGH MY OWNERSHIP IN CRESCENDO CAPITAL, LLC; COMPENSATION-AS A % OF NET PROFITS./// 3. CRESCENDO CAPITAL, LLC, 90 N MILLER RD., AKRON, OH 44333; USED TO MAKE INVESTMENTS IN VARIOUS BUSINESS ENTITIES; PARTNER/OWNER; MANAGER; NOT INVESTMENT RELATED; FINANCIAL INTEREST-I OWN 50% OF CRESCENDO CAPITAL, LLC; COMPENSATION-AS A % OF NET PROFITS./// 4. BEVILACQUA RECREATIONAL INVESTMENTS, LLC; 547 GHENTWOOD DRIVE; AKRON, OH 44333; OWNS VARIOUS FAMILY INVESTMENTS, INCLUDING STONEHEDGE BOWLING CENTER; LIMITED PARTNER; NO DUTIES; NOT INVESTMENT RELATED; STARTED 01/02/1995; FINANCIAL INTEREST-I OWN 20% OF THE LLC; COMPENSATION-AS A % OF NET PROFITS./// 5. I ALSO RECEIVE INSURANCE COMMISSIONS./// 6. W3 GLOBAL ACCOUNTING, LLC, 82 N. MILLER ROAD, AKRON, OH 44333; ACCOUNTING SERVICES; OWNER, MEMBER; BOARD LEVEL DECISIONS; NOT INVESTMENT RELATED; STARTED 01/01/18; I OWN APPROXIMATELY 27% OF THE ENTITY; CONFLICT OF INTEREST-SOME CLIENTS HAVE A RELATIONSHIP WITH BOTH W3 GLOBAL ACCOUNTING AND W3 WEALTH MANAGEMENT; I AM TO RECEIVE A % OF THE PROFITS BASED ON MY OWNERSHIP INTEREST./// 7) Crescendo Real Estate Holdings, LLC, 82 N Miller Rd., Akron, OH 44333; Own office building; Member; 01-01-20 start date; Owns 25%; 1-5 hrs per month; K-1 compensated./// 8) Hidden Lakes HOA; 5765 Graven Wy, Wadsworth, OH 44281; Treasurer; NOT Investment Related; Start Date 9/25/2020; Approximately 1-5 hrs. per month: Volunteer position, no compensation./// 9) W3 Financial Group; 90 N Miller Rd; Akron, OH 44333; Member, Manage the day to day expenses of the entity; NOT Investment Related; Start Date January 01, 2022; I own one third of the entity; Approximately 1-5 hrs. per month; I do not receive compensation from this entity, it is only used for sharing expenses with the accounting firm.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-29 |
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