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56 Front St, Berea, OH 44017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2014 | 03/2020 |
| Amfg Wealth Management Llc | Berea | OH | 03/2020 | 08/2020 |
| Westpoint Wealth Management, Llc | Berea | OH | 03/2020 | Present |
| Westpoint Wealth Management, Llc | Berea | OH | 10/2020 | Present |
1.) WESTPOINT WEALTH MANAGEMENT LLC/RISK MANAGEMENT INC., 66 FRONT ST., BEREA, OH 44017;FIXED INSURANCE PRODUCT SALES; AGENT; WORK WITH PROSPECTS AND CLIENTS ON FIXED INSURANCE PRODUCT PRESENTATION AND IMPLEMENTATION; RECEIVES COMMISSION; 80 HRS/MONTH DURING SECURITIES TRADING HOURS. 2)Fundraising committee member for the YMCA of Lorain County, 2010 Recreation Rd., Avon, OH 44011. Approximately 5 hours spent per month with no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-09 |
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