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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 |
| MA | RA | APPROVED | 2024-10-15 |
| DC | RA | APPROVED | 2024-09-18 |
| WA | RA | APPROVED | 2024-07-26 |
| FL | RA | APPROVED | 2024-07-19 |
| OR | RA | APPROVED | 2024-07-02 |
| LA | RA | APPROVED | 2024-06-26 |
| IL | RA | APPROVED | 2024-06-25 |
| AK | RA | APPROVED | 2024-06-21 |
| KY | RA | APPROVED | 2024-06-21 |
| SC | RA | APPROVED | 2024-06-21 |
| ME | RA | APPROVED | 2024-06-20 |
| MI | RA | APPROVED | 2024-06-20 |
| MS | RA | APPROVED | 2024-06-19 |
| AL | RA | APPROVED | 2024-06-18 |
| CO | RA | APPROVED | 2024-06-18 |
| KS | RA | APPROVED | 2024-06-18 |
| MN | RA | APPROVED | 2024-06-18 |
| MO | RA | APPROVED | 2024-06-18 |
| NV | RA | APPROVED | 2024-06-18 |
| NM | RA | APPROVED | 2024-06-18 |
| NC | RA | APPROVED | 2024-06-18 |
| PA | RA | APPROVED | 2024-06-18 |
| SD | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED_RES | 2024-06-18 |
| WI | RA | APPROVED | 2024-06-18 |
| CA | RA | APPROVED | 2024-06-17 |
| IN | RA | APPROVED | 2024-06-17 |
| VA | RA | APPROVED | 2024-06-17 |
| AZ | RA | APPROVED | 2019-07-16 |
| OH | RA | APPROVED | 2019-06-17 |
Branch Locations
301 Springside Drive, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Akron | OH | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 06/2019 |
| Valmark Securities, Inc | Akron | OH | 06/2019 | Present |
| Valmark Advisers, Inc. | Akron | OH | 06/2019 | Present |
| W3 Wealth Management, Llc | Akron | OH | 06/2019 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 07/2019 | Present |
1. 501C3 Pediatric Palliative Care Family Fund - No compensation and non investment related./// 2. Victory Gallop LLC; Akron, OH; Chairman of non-profit organizaiton; help lead board on fundraising and awareness; not investment related; 6-10 hours/month; no compensation./// 3. Akron Children's Hospital Pediatric Palliative Care Center; Akron, OH; Chairman and Volunteer; help lead the Palliative Care team in awareness and fundraising; not investment related; 6-10 hours/ month; no compensation./// 4. W3 Wealth Advisors LLC; 90 N Miller Road, Akron, OH 44333; Financial Advisor; Duties include: Financial advising; Investment related business; Started 6/1/2017; No financial interest in company; 6-10 hours per month; no conflict of interest./// 5. Sand Run Properties LLC; 1044 Woodhaven Blvd. , Akron, OH 44333; Owner; Owner and manager; YES Investment Related; Start Date July 1, 2025; 25% Owner; Approximately 6-10 hrs. per month; Distributions from rental income./// 6. Hemlock Properties LLC ; 1044 Woodhaven Blvd., Akron OH 44333; Owner; Owner / Manager; YES Investment Related; Start Date July 1, 2024; 37 % Owner ; Approximately 6-10 hrs. per month; Rental Income distributions ./// 7. W3 Global LLC; 90 N Miller Rd. Akron OH 44333; Financial Services; Shareholder; NOT Investment Related; Start Date 01/01/2025; Financial Interest YES, Purchase ownership share; Approximately 11-20 hrs. per month; Receives share distribution.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-23 |
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