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924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
| OH | RA | APPROVED | 2023-01-31 |
Branch Locations
Fort Myers, FL • United States
924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Remembered Expressions | Columbia Station | OH | 06/2009 | 12/2016 |
| Mass Mutual Life Insurance Company | Cleveland | OH | 07/2013 | 12/2016 |
| Mml Investors Services | Cleveland | OH | 07/2014 | 12/2016 |
| Principal Life Insurance Company | Columbia Station | OH | 12/2016 | 04/2017 |
| Principal Securities Inc | Columbia Station | OH | 12/2016 | 04/2017 |
| American United Life | Westlake | OH | 04/2017 | 01/2018 |
| Oneamerica Securities | Westlake | OH | 05/2017 | 01/2018 |
| Regal Investment Advisors | Kentwood | MI | 03/2018 | 06/2020 |
| Regulus, Llc | Kentwood | MI | 03/2018 | 06/2020 |
| Wealthshield Partners, Llc | Cary | NC | 06/2020 | 07/2021 |
| Org Partners, Llc | Brunswick | OH | 07/2021 | 01/2023 |
| Amfg Wealth Management Llc | Westlake | OH | 01/2023 | Present |
1) REMEBERED EXPRESSIONS, 10896 BRIDLE PATH, COLUMBIA STATION, OH 44028; OWNER; PROMOTIONAL PRODUCTS DISTRIBUTOR; START 02/2004. 2) CLEVELAND MORTGAGE CORP, 16000 PEARL ROAD, SUITE 214, STRONGSVILLE, OH 44136; LOAN ORIGINATOR ; START 12/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-16 |
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