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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2018-08-28 |
| MD | RA | APPROVED | 2017-07-19 |
| OH | RA | APPROVED | 2010-03-15 |
| FL | RA | APPROVED | 2009-11-19 |
| GA | RA | APPROVED | 2009-10-27 |
| IL | RA | APPROVED | 2009-10-27 |
| KY | RA | APPROVED | 2009-10-27 |
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 |
|---|---|---|---|---|
| Delta Air Lines | Atlanta | GA | 10/1997 | Present |
| Valmark Securities, Inc. | Akron | OH | 10/2009 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2009 | Present |
| Focus On Success, Llc | Ft. Mitchell | KY | 10/2009 | 12/2025 |
| W3 Wealth Advisors, Llc | Akron | OH | 01/2026 | Present |
1.)NAME:DELTA AIRLINES INV REL:N ADD:1010 DELTA BLVD. ALTANTA GA 30320 NATURE:PROFESSIONAL AIRLINE PILOT POSITION:PILOT START:10/30/1997 NO HR/MO:112 NO HR/MO DURING SEC TRADING:80 DUTIES:PROFESSIONAL AIRLINE PILOT///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-21 |
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