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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2020-03-02 |
| WI | RA | APPROVED | 2019-07-02 |
| OH | RA | APPROVED | 2018-07-13 |
| IL | RA | APPROVED | 2014-10-16 |
| IN | RA | APPROVED | 2005-09-19 |
Branch Locations
3975 Fair Ridge Drive Suite 315N, Fairfax, VA 22033 • United States
8888 Keystone Crossing Suite 1600, Indianapolis, IN 46240 • United States
8044 Montgomery Road Suite 620, Cincinnati, OH 45236 • United States
401 S W Water Street Suite 303, Peoria, IL 61602 • United States
10401 Innovation Drive Suite 125, Wauwatosa, WI 53226 • United States
525 Junction Road Suite 8100, North Tower, Madison, WI 53717 • United States
30 S Wacker Drive Suite 2700, Chicago, IL 60606 • United States
2441 Warrenville Road Suite 300, Lisle, IL 60532 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Westpoint Financial Group | Indianapolis | IN | 01/2002 | Present |
| Gregory Mcroberts | Carmel | IN | 01/2005 | Present |
| Wpfg Foundation | Carmel | IN | 12/2003 | Present |
| Massmutual Life Insurance Co | Indianapolis | IN | 09/2005 | Present |
| Mml Investors Services, Llc | Indianapolis | IN | 08/2005 | Present |
| Westpoint Associates | Carmel | IN | 02/2004 | Present |
(1) NAME: WESTPOINT INV REL: Y ADD: 8888 KEYSTONE CROSSING SUITE 1600, INDIANAPOLIS, IN NATURE: LIFE, HEALTH, GROUP HEALTH POSITION: SALES, AGENT START DATE: 01/01/2005 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1(2) NAME: HMM LLC INV REL: Y ADD: RESIDENTIAL NATURE: RENTAL POSITION: OWNER START DATE: 5/1/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: COLLECT CHECKS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-12 |
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