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56 Front St, Berea, OH 44017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Cincinnati | OH | 05/2017 | 05/2019 |
| Mml Investors Services Llc | Cincinnati | OH | 09/2018 | 05/2019 |
| Tri-Phase Flooring | Utica | OH | 04/2012 | 05/2017 |
| Parkland Securities, Llc | New Albany | OH | 05/2016 | 05/2017 |
| Parkland Securities | Ann Arbor | MI | 06/2019 | 11/2020 |
| Westpoint Wealth Management, Llc Dba Triphase | Brea | OH | 10/2020 | Present |
| Mml Investors Services Llc | Cincinnati | OH | 10/2018 | 05/2019 |
| Spc | Utica | OH | 06/2019 | 11/2020 |
| Grey Street Company | Cincinnati | OH | 02/2026 | Present |
AS A LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. DBA - TRIPHASE: PLANNING INVESTMENTS & INSURANCE TRIPHASE: PLANNING INVESTMENTS & INSURANCE INVESTMENT RELATED: YES, 42 S MAIN STREET, DBA FOR : ADVISORY SERVICES OFFERED THROUGH WESTPOINT WEALTH MANAGEMENT, LLC Grey Street Company; No; Cincinnati, OH; Project Manager; started 02/2026; Construction-flooring; 100 per month and 100 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
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