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Advisor at VALMARK ADVISERS, INC.
Fort Wright, KY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Dec 15, 2003 | n/a | yes | Fort Wright, KY | Current employment |
| W3 WEALTH ADVISORS, LLC | State registered | Jan 26, 2026 | Feb 9, 2026 | no | FT Mitchell, KY|AKRON, OH | Previous registration |
| FOCUS ON SUCCESS, LLC | n/a | Apr 21, 2004 | Dec 23, 2025 | no | FT. MITCHELL, KY | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Dec 4, 2000 | Dec 12, 2003 | no | FT MITCHELL, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W3 WEALTH ADVISORS, LLC | n/a | Feb 9, 2026 | n/a | n/a | Departure no registered destination | Departure |
| FOCUS ON SUCCESS, LLC | W3 WEALTH ADVISORS, LLC | Dec 23, 2025 | Jan 26, 2026 | 34 | Firm change | Other |
| OSAIC FA, INC. | VALMARK ADVISERS, INC. | Dec 12, 2003 | Dec 15, 2003 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129739:129549:KY:2025-12-23 | Dec 23, 2025 | Jan 26, 2026 | FT MITCHELL, KY | Firm change |