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924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-06-24 |
Branch Locations
925 Ridge Road, Ashland, OH 44805 • United States
924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Akron | OH | 10/2014 | 05/2020 |
| Oneamerica Securities | Akron | OH | 12/2014 | 05/2020 |
| Liberty Partners Financial Services | Mt. Pleasant | SC | 05/2020 | Present |
| Westpoint Wealth Management | Akron | OH | 05/2020 | Present |
| Amfg Wealth Management Llc | Berea | OH | 06/2020 | Present |
1.Other Business Name: WestPoint Wealth Management LLC 2.Investment Related? Yes 3.Address of Other Business: 66 Front Street, Berea, OH 44017 4.Nature of Other Business: Fixed Insurance Product Sales 5.Position/Title/Relationship with Other Business: Life Insurance Agent 6.Start Date: 04/2020 7.Hours Per Month:20 8.Market Hours Per Month:20 9.Duties Related to Other Business: Selling Life, Disability Annuities and Long Term Care Insurance Products 1.Other Business Name: ZJS Real Estate Investments, LLC 2.Investment Related? No 3.Address of Other Business: 925 RIDGE RD, ASHLAND, OH 44805 4.Nature of Other Business: Real Estate/Rental Properties 5.Position/Title/Relationship with Other Business: Owner 6.Start Date: May 2018 7.Hours Per Month: 0 8.Market Hours Per Month: 0 9.Duties Related to Other Business: Receipt of rental income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-04 |
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