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745 Marks Road, Valley City, OH 44280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-21 |
Branch Locations
745 Marks Road, Valley City, OH 44280 • United States
North Ridgeview, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-14 |
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