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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| OH | RA | APPROVED | 2023-01-27 |
Branch Locations
3401 Enterprise Pkwy Suite 340-343, Beachwood, OH 44122 • United States
8700 East Market Street Suite 7A, Warren, OH 44484 • United States
4308 Belmont Ave. Suite 2, Youngstown, OH 44505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2013 | 01/2023 |
| Valmark Advisers, Inc. | Akron | OH | 01/2014 | 01/2023 |
| W3 Wealth Management, Llc | Akron | OH | 02/2014 | 01/2023 |
| W3 Wealth Advisors, Llc | Akron | OH | 02/2014 | 01/2023 |
| Tolmiros Financial Designs | Youngstown | OH | 01/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
1.Fixed insurance sales; Located at 4308 Belmont Ave, Suite 2, Youngstown, OH 44505, as of 1/27/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Tolmiros Financial LLC, a private entity established to facilitate securities, advisory, and insurance business; Located at 4308 Belmont Ave, Suite 2, Youngstown, OH 44505 as of 1/4/2023; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-19 |
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