Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-09-18 |
| WA | RA | APPROVED | 2024-07-26 |
| MA | RA | APPROVED | 2024-07-24 |
| OR | RA | APPROVED | 2024-07-02 |
| LA | RA | APPROVED | 2024-06-26 |
| AZ | RA | APPROVED | 2024-06-25 |
| AK | RA | APPROVED | 2024-06-21 |
| KY | RA | APPROVED | 2024-06-21 |
| SC | RA | APPROVED | 2024-06-21 |
| ME | RA | APPROVED | 2024-06-20 |
| MI | RA | APPROVED | 2024-06-20 |
| MS | RA | APPROVED | 2024-06-19 |
| AL | RA | APPROVED | 2024-06-18 |
| CO | RA | APPROVED | 2024-06-18 |
| KS | RA | APPROVED | 2024-06-18 |
| MN | RA | APPROVED | 2024-06-18 |
| MO | RA | APPROVED | 2024-06-18 |
| NV | RA | APPROVED | 2024-06-18 |
| NM | RA | APPROVED | 2024-06-18 |
| PA | RA | APPROVED | 2024-06-18 |
| SD | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED_RES | 2024-06-18 |
| WI | RA | APPROVED | 2024-06-18 |
| CA | RA | APPROVED | 2024-06-17 |
| VA | RA | APPROVED | 2024-06-17 |
| NC | RA | APPROVED | 2022-08-05 |
| FL | RA | APPROVED | 2022-02-02 |
| OH | RA | APPROVED | 2022-01-14 |
| IL | RA | APPROVED | 2022-01-13 |
| IN | RA | APPROVED | 2022-01-13 |
Branch Locations
301 Springside Drive, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Akron | OH | 01/2009 | 12/2016 |
| Beacon Wealth Consultants Inc. | Roanoke | VA | 07/2017 | 09/2017 |
| Full Time Education | Copley | OH | 03/2017 | 07/2017 |
| Action Development | Copley | OH | 12/2016 | 03/2017 |
| Oneascent Financial Services Llc | Maumee | OH | 09/2017 | 11/2019 |
| Sikich Capital Management | Akron | OH | 11/2019 | 10/2021 |
| W3 Financial Group | Akron | OH | 10/2021 | Present |
| Valmark Securities, Inc | Akron | OH | 11/2021 | Present |
| Valmark Advisers, Inc | Akron | OH | 01/2022 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 01/2022 | Present |
1.) In His Steps Foundation; Independence, OH; start 08/2022; Investment Committee Member for Non Profit Endowment Foundation; on investment committee and help guide investment decisions for the funds donated to the foundation; not- investment related; no compensation. /// 2.) W3 Wealth Advisors; Akron, OH; start 10/2021; Financial Advisor; Wealth Management, Financial Services, Financial Planning; investment related; w2 salary and bonus./// 3.) Norton Baptist Church; 4239 S Cleveland Massillon Road, Norton, OH 44203; Treasurer, In charge of paying bills for the organization as well as budget updating and review; NOT Investment Related; Start Date 02/01/2024; Approximately 6-10 hrs. per month; There is no compensation - is a volunteer position.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
Reach out to this advisor