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745 Marks Road, Valley City, OH 44280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-06-18 |
| OH | RA | APPROVED | 2020-08-03 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Strongsville | Strongsville | OH | 02/2015 | 01/2017 |
| Howard'S Lawn Care | Brunswick | OH | 04/2010 | Present |
| Amfg Wealth Management Llc | Berea | OH | 01/2020 | 07/2020 |
| Baldwin Wallace University | Berea | OH | 08/2016 | 05/2018 |
| Westpoint Wealth Management, Llc | Berea | OH | 01/2019 | Present |
| Gross Investments Llc | Medina | OH | 07/2020 | Present |
| City Of Parma Heights | Parma Heights | OH | 02/2022 | 02/2024 |
| Gross Insurance Llc | Medina | OH | 11/2021 | Present |
| Dgt Solutions | Caledonia | MI | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-11 |
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