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Brunswick, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Federal Savings And Loan Association Of Lakewood | Lakewood | OH | 04/2013 | 11/2019 |
| Edward Jones | St. Louis | MO | 02/2020 | 06/2020 |
| Westpoint Wealth Management, Llc | Berea | OH | 07/2020 | 03/2025 |
| Edward Jones | St. Louis | MO | 05/2020 | 06/2020 |
| Westpoint Wealth Management, Llc | Berea | OH | 10/2020 | 03/2025 |
| Ascend Wealth Management Llc | Brunswick | OH | 03/2025 | Present |
Connie Costanzo is an independently licensed insurance agent and works from the Investment Adviser's office location. Ms. Costanzo has been licensed since 7/2020. The time spent on this activity may vary throughout the year but involves approximately 2 hours per week during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-05 |
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