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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
| IN | RA | APPROVED | 2021-10-01 |
| ID | RA | APPROVED | 2021-08-30 |
| OH | RA | APPROVED | 2021-08-27 |
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 |
|---|---|---|---|---|
| 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 |
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.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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