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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-30 |
| OH | RA | APPROVED | 2025-11-12 |
| MA | RA | APPROVED | 2025-09-09 |
| NV | RA | APPROVED | 2025-01-27 |
| NC | RA | APPROVED | 2024-09-25 |
| WV | RA | APPROVED | 2024-06-24 |
| AZ | RA | APPROVED | 2024-05-22 |
| NH | RA | APPROVED | 2018-05-30 |
| FL | RA | APPROVED | 2017-09-13 |
| DC | RA | APPROVED | 2017-08-23 |
| CO | RA | APPROVED | 2017-08-10 |
| IN | RA | APPROVED | 2017-08-10 |
| MD | RA | APPROVED | 2017-08-10 |
| VA | RA | APPROVED | 2011-07-15 |
Branch Locations
44355 Premier Plaza Suite 200, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Advisers, Inc. | Akron | OH | 07/2011 | Present |
W3 Wealth Management, LLC ; Akron, OH; Partner/Owner; Financial services; Client Meetings and oversee daily activities; investment related; start 10/2022; 20-40 hours/ week; ownership interest and receive compensation based on a % of net profits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-22 |
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