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56 Front St, Berea, OH 44017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-03-08 |
Branch Locations
Willoughby Hills, OH • United States
56 Front St, Berea, OH 44017 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2014 | 04/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2014 | 04/2017 |
| The Willoughby Agency Co | Willoughby | OH | 05/2003 | Present |
| West Point Wealth Management Llc | Willoughby | OH | 06/2014 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2017 | 02/2021 |
| Westpoint Wealth Management, Llc | Willoughby, | OH | 02/2021 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2017 | 02/2021 |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: WESTPOINT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2014 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENT 3. NAME OF OTHER BUSINESS: THE WILLOUGHBY AGENCY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROPERTY & CASUALTY BUSINESS, OWNS BUILDING START DATE: 05/2003 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: OWNER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-27 |
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