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56 Front St, Berea, OH 44017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Westlake | OH | 11/2015 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 10/2017 |
| Oppenheimer & Co. Inc. | Beachwood | OH | 10/2017 | 05/2019 |
| Beach Benefits Group | North Olmsted | OH | 03/2019 | 12/2025 |
| Westpoint Wealth Management, Llc | Berea | OH | 09/2023 | Present |
| Axios Financial Services Llc | North Olmstead | OH | 02/2019 | Present |
Andreas Constantine Koustis is a licensed insurance agent. ETHOS CPA LLC; TAX PREPARER ; INVESTMENT RELATED: NO; 30980 LORAIN RD; ACCOUNTING FIRM/TAX PREPARER; ASSIST WITH TAX PREPARATION, DURING TAX SEASON, AND PROFORMA TAX WORK. THIS IS ON A 1099 CONSULTING BASIS. I AM NOT A STAFF EMPLOYEE OF THE FIRM.; START DATE WITH BUSINESS: 2019-06-01; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 4; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 3.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-21 |
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