Frank Pat Bevilacqua

Current Employers

Employment History

• 10/1980 → Present
  W3 Global Accounting, Llc
  Akron, OH
• 01/2004 → Present
  Valmark Securities, Inc.
  Akron, OH
• 11/2001 → Present
  W3 Wealth Advisors, Llc (Name Chng From The Evergreen Grp Llc)
  Akron, OH
• 05/2006 → Present
  W3 Wealth Management, Llc
  Akron, OH
• 01/2003 → Present
  Valmark Advisers, Inc
  Akron, OH

Previous Registrations

• 2004-06-23 → 2007-12-31
  W3 Wealth Advisors, Llc
  Akron, OH
  Akron, OH
• 2003-12-02 → 2004-01-27
  Mony Securities Corporation
  New York, NY
• 2003-07-21 → 2003-12-02
  Trusted Securities Advisors Corp.
  Akron, OH

Other Businesses

1. FAMILY BUS.SERVICES,LLC;CONSULTING;MANAGING MEMBER;25% OWNERSHIP; COMPENSATION=CONSULTING FEES;2 HRS PER MTH///NOT INVESTMENT RELATED 2. W3 Global Accounting, LLC.;82 N.MILLER ROAD, AKRON, OH 44333; PUBLIC ACCTG; EXECUTIVE DIRECTOR/OWNER; MANAGING PARTNER FOR A PUBLIC ACCT OFFICE; NOT INVESTMENT RELATED; STARTED 01/2018; 30% OWNER; COMPENSATION-GUARANTEED PAYMENTS AS A PARTNER AND PROFIT SHARING/// 3. W3 WEALTH ADVISORS LLC; INVESTMENT ADVISORY SERVICE; COMPENATION=INVESTMENT FEES; 10 HRS PER MTH///INVESTMENT RELATED 4. STONEHEDGE ENTERPRISES, INC.BOWLING CENTER;OWNER/MANAGER;TREASURER; 16% OWNERSHIP; COMPENSATION=PROFITS;6 HRS PER MTH///NOT INVESTMENT RELATED 5. BEVILACQUA RECREATIONAL INV.; GENERAL PARTNER;10% GENERAL PARTNER;30% LIMITED PARTNER;COMP=RENTAL PROFITS;4 HRS PER YR///NOT INVESTMENT RELATED 6. W3 WEALTH MANAGEMENT LLC, 50% OWNER INVESTMENT ADVISORY SERVICE, MANAGING MEMBER, COMPENSATION//INVESTMENT ADVISORY SERVICE.///INVESTMENT RELATED 7. BOARD MEMBER AKRON ZOO///NOT INVESTMENT RELATED 8. PORTAGE COUNTRY CLUB; PRIVATE COUNTRY CLUB; START DATE:2012; HOURS PER MONTH: 15; HOURS DURING TRADING HOURS: 0; IMMEDIATE PAST CHAIR; CLIENT INVOLVEMENT: NO; BOARD MEMBER; CHAIR/MEMBER OF SEVERAL COMMITTEES; COMPENSATION: NONE///NOT INVESTMENT RELATED 9. UNIVERSITY OF AKRON; AKRON, OH; NATURE OF BUSINESS: UNIVERSITY; INVESTMENT RELATED: NO; HOURS PER MONTH: 2;HOURS DURING TRADING HOURS: 0; FOUNDATION BOARD MEMBER; CLIENT INVOLVEMENT: NO; BOARD MEMBER; COMPENSATION: NONE///NOT INVESTMENT RELATED. 10. Crescendo Real Estate Holdings LLC, 82 N Miller Rd., Akron, OH 44333; Commercial Real Estate Rental; Member; NOT Investment Related; 01/01/20 Start Date; YES Financial Interest; 50% Owner; 1-5 hrs per mo.; partner draws from positive cash flow.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-07
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Other Names

• Frank Pat Bevilaqua