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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-20 |
| MA | RA | APPROVED | 2022-08-23 |
| AZ | RA | APPROVED | 2022-08-10 |
| FL | RA | APPROVED | 2022-08-05 |
| NM | RA | APPROVED | 2022-07-21 |
| CA | RA | APPROVED | 2022-07-20 |
| CO | RA | APPROVED | 2022-07-20 |
| IL | RA | APPROVED | 2022-07-20 |
| IN | RA | APPROVED | 2022-07-20 |
| KY | RA | APPROVED | 2022-07-20 |
| LA | RA | APPROVED | 2022-07-20 |
| ME | RA | APPROVED | 2022-07-20 |
| MD | RA | APPROVED | 2022-07-20 |
| MI | RA | APPROVED | 2022-07-20 |
| NC | RA | APPROVED | 2022-07-20 |
| PA | RA | APPROVED | 2022-07-20 |
| SC | RA | APPROVED | 2022-07-20 |
| VA | RA | APPROVED | 2022-07-20 |
| WA | RA | APPROVED | 2022-07-20 |
| WI | RA | APPROVED | 2022-07-20 |
| OH | RA | APPROVED | 2022-07-13 |
| OR | RA | APPROVED | 2022-07-13 |
| TX | RA | APPROVED | 2022-07-13 |
Branch Locations
301 Springside Drive, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Dublin | OH | 06/2002 | 04/2022 |
| Lincoln Financial Advisors | Columbus | OH | 08/2006 | 04/2022 |
| Valmark Advisers, Inc. | Akron | OH | 07/2022 | Present |
| Valmark Securities, Inc | Worthington | OH | 04/2022 | Present |
| W3 Wealth Advisors, Llc | Worthington | OH | 04/2022 | Present |
1) Upper Arlington Swim Club; Mt Holyoke Rd, Upper Arlington, OH 43221; Assistant Coach; NOT Investment Related; Start Date 5/29/2023; Approximately 6-10 hrs. per month; W2 employee./// 2) W3 Wealth Advisors; 90 N. Miller Rd, Akron, Ohio 44333; Financial Advisor/IAR; YES investment Related; Start Date 4/18/2022; Approximately 40+ hrs. per month.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
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