Shelby David Morgan

Current Employers

Employment History

• 09/1997 → Present
  Valmark Securities, Inc.
  Akron, OH
• 04/1999 → Present
  Valmark Advisers, Inc.
  Akron, OH
• 07/2006 → Present
  W3 Wealth Management, Llc
  Akron, OH
• 06/2005 → Present
  W3 Wealth Advisors, Llc
  Akron, OH

Previous Registrations

• 2005-01-03 → 2007-12-31
  W3 Wealth Advisors, Llc
  Akron, OH
  Akron, OH

Other Businesses

1) W3 WEALTH MANAGEMENT, LLC 90 N MILLER ROAD AKRON, OH 44333; FINANCIAL SERVICES;PARTNER/OWNER;CLIENT MEETINGS AND OVERSEE DAILY ACTIVITIES. INVESTMENT RELATED;STARTED 02/20/2004; FINANCIAL INTEREST-I HAVE OWNERSHIP INTERESTS THROUGH MY OWNERSHIP IN CRESCENDO CAPITAL, LLC. AND W3 GLOBAL, LLC.; COMPENSATION-AS A % OF NET PROFITS./// 2) W3 GLOBAL, LLC.,90 N MILLER ROAD AKRON, OH 44333. FINANCIAL SERVICES; PARTNER/OWNER; CLIENT MEETING AND OVERSEE DAILY ACTIVITIES; INVESTMENT RELATED; STARTED 02/20/2016; FINANCIAL INTEREST-I HAVE AN OWNERSHIP INTEREST THROUGH MY OWNERSHIP IN CRESCENDO CAPITAL, LLC.; COMPENSATION-AS A % OF NET PROFITS./// 3) CRESCENDO CAPITAL, LLC., 90 N MILLER ROAD AKRON, OH 44333; USED TO MAKE INVESTMENTS IN VARIOUS BUSINESS ENTITIES; PARTNER/OWNER; MANAGER; NOT INVESTMENT RELATED; FINANCIAL INTEREST-I OWN 50% OF CRESENDO CAPITAL, LLC.; COMPENSATION-AS A % OF NET PROFITS./// 4) I ALSO RECEIVE INSURANCE COMMISSIONS./// 5) BOY SCOUTS OF AMERICA; GREAT TRAIL COUNCIL; BOARD MEMBER; ATTEND MEETINGS, VOTE; NOT INVESTMENT RELATED./// 6) W3 GLOBAL ACCOUNTING, LLC, 82 N. MILLER ROAD, AKRON, OH 44333; ACCOUNTING; OWNER/PRINCIPAL; GOVERNANCE; STARTED 01/2018; I OWN 27% OF THE BUSINESS; I WILL RECIEVE 17% OF ANY PROFITS IF THERE ARE ANY./// 7) Crescendo Real Estate Holdings, LLC, 82 N Miller Rd., Akron, OH 44333; Own office building; Member; 01-01-20 start date; Owns 25%; 1-5 hrs. per month; K-1 compensated./// 8) Disability Insurance Sales; 4/16/20 Start date; Approximate 1-5 hrs. per month; Compensated by sale/renewals on policies sold./// 9) W3 Financial Group; 90 N Miller Rd, Akron, Ohio 44333; Owner, I own 33% of the entity; YES Investment Related; Start Date 1/1/2022; Approximately 21-40 hrs. per month; Through profits.///

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-14