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56 Front St, Berea, OH 44017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Sigma Phi Fraternity | Berea | OH | 01/2020 | 12/2020 |
| Alpha Sigma Phi Fraternity | Berea | OH | 01/2021 | 05/2021 |
| Alpha Sigma Phi Fraternity | Berea | OH | 05/2021 | 04/2022 |
| Full-Time Student | Hudson | OH | 08/2013 | 05/2022 |
| Squee Gee Clean Medina | Medina | OH | 05/2020 | 12/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Akron | OH | 03/2023 | 09/2023 |
| Westpoint Wealth Management, Llc | Berea | OH | 03/2024 | Present |
| Unemployed | Medina | OH | 08/2023 | 09/2023 |
| Westpoint Wealth Management, Llc | Berea | OH | 09/2023 | Present |
WESTPOINT WEALTH MANAGEMENT, LLC; INV REL; INS AGENT; INSURANCE SALES AND SERVICES; BEREA, OH; APPROX 20% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
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