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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-21 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2020 | 01/2025 |
| Summit Hills Country Club | Edgewood | KY | 05/2014 | 09/2020 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2018 | 05/2020 |
| University Of Kentucky | Lexington | KY | 08/2015 | 05/2018 |
| Country Club Of Landfall | Wilmington | NC | 05/2019 | 09/2019 |
| Valmark Securities, Inc. | Akron | OH | 01/2025 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 01/2026 | Present |
| Valmark Advisers | Akron | OH | 04/2026 | Present |
1) High School Tennis Coach; Coach high school tennis; Start Date 02/20/2025' compensated to basically help cover expenses for the season./// 2) Be Clutch Cards; 123 Buttermilk Pike, PO Box 17224; Lakeside Park KY 41017; Collection of collectible items primarily in sports cards that they want to start selling and buying new inventory; CEO/Owner; My involvement is mostly just the fact that most of the collection is mine, I would just have equity in the business and my brothers would ideally run everything, and I would handle most of the financials for buying new collectibles, I would be oversight if they have any questions but really is just a fun thing to teach them business basics, and how to run a company/balance sheet; NOT Investment Related; Owner of most of the inventory (Collectibles) and have most of the equity in the business; Approximately 1-5 hrs. per month; each "show" we will split the revenue as follows: 1) "Investors" will get 70% NET Revenue - Investors are just whoever bought/owns the inventory being sold; 2) "Streamers" will get 20% NET Revenue - Streamers are the ones running the show so would be my brothers; 3) "Owners" will get 5% NET Revenue - My brothers and I are still figuring this part out: Essentially I should be getting compensated 5%-75% of the NET Revenue depending if we sell my inventory or not. No fixed or guaranteed compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-22 |
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