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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-01
IN RA APPROVED 2021-10-01
ID RA APPROVED 2021-08-30
OH RA APPROVED 2021-08-27
  • KY RA
    APPROVED
    Since 2025-01-01
  • IN RA
    APPROVED
    Since 2021-10-01
  • ID RA
    APPROVED
    Since 2021-08-30
  • OH RA
    APPROVED
    Since 2021-08-27

Branch Locations

909 Wrights Summit Parkway Suite 120, Fort Wright, KY 41011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 04/2015 Present
Focus On Success Fort Mitchell KY 06/2013 12/2025
W3 Wealth Advisors, Llc Akron OH 01/2026 Present
Valmark Advisors, Inc. Akron OH 07/2021 Present
  • 04/2015 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 06/2013 → 12/2025
    Focus On Success
    Fort Mitchell, KY
  • 01/2026 → Present
    Akron, OH
  • 07/2021 → Present
    Valmark Advisors, Inc.
    Akron, OH
Previous Registrations
  • 2026-01-26 → 2026-02-09
    Ft Mitchell, KY
    Akron, OH
  • 2022-01-19 → 2025-12-23
    Focus On Success, Llc
    Ft. Mitchell, KY
Other Businesses

1) Glory to God International Ministries, Non-investment related, 2723 Marlo Way, Lakeside Park, KY 41017, Mission work in Nigeria, Director, 2015-Present, 1hr per month, Board oversight for mission trips./// 2) Impact Homes, LLC; 10507 Pinetree Court, Covington, KY 41015; Real estate investing; Manager; Find properties to use as rental homes; NOT Investment Related; Start Date 01/01/2025; YES, Financial Interest- I will receive profits from any rentals; Approximately 6-10 hrs. per month; Will receive any profits paid into the company./// 3) Impact Capital Management, LLC; 0507 Pinetree Ct, Covington, KY 41015; Management services; Manager; Manage the flow of 1099 income; NOT Investment Related; Start Date 11/01/2025; Financial Interest - YES, Owner; Approximately 1-5 hrs. per month; W2 and owner's draws./// 4) W3 Wealth Management; 301 Springside Drive, Akron, OH 44333; Wealth Management; Trader; Manage trades for ACCESS accounts for our local office; YES Investment Related; Start date 01/01/2026; Approximately 11-20 hrs. per month; 1099 income./// 5) KOI Pools; 3665 Mills Rd., Covington, KY 41015; Pool construction; Operations; Assist with sales and administrative tasks; NOT Investment Related; Start Date 07/2025; Approximately 6-10 hrs. per month; 1099 income.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-14
  • S66 Uniform Combined State Law Examination
    2015-12-14

View on SEC IAPD

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