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Current Employers
Gross Investments Llc

745 Marks Road, Valley City, OH 44280 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-10-21
  • OH RA
    APPROVED
    Since 2021-10-21

Branch Locations

745 Marks Road, Valley City, OH 44280 • United States

North Ridgeview, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amfg Wealth Management Llc Westlake OH 09/2019 03/2021
Westpoint Wealth Management Berea OH 09/2018 02/2021
Keybank Cleveland OH 02/2014 08/2018
Sherwin Williams Cleveland OH 02/2021 Present
Gross Investments Llc Brunswick OH 10/2021 Present
Gross Insurance Llc Brunswick OH 11/2021 Present
  • 09/2019 → 03/2021
    Westlake, OH
  • 09/2018 → 02/2021
    Westpoint Wealth Management
    Berea, OH
  • 02/2014 → 08/2018
    Keybank
    Cleveland, OH
  • 02/2021 → Present
    Sherwin Williams
    Cleveland, OH
  • 10/2021 → Present
    Brunswick, OH
  • 11/2021 → Present
    Gross Insurance Llc
    Brunswick, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-14
  • S65 Uniform Investment Adviser Law Examination
    2019-08-14

View on SEC IAPD

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