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Current Employers
Central Point Wealth Management Llc

Beavercreek Township, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-03-12
  • OH RA
    APPROVED
    Since 2024-03-12

Branch Locations

Beavercreek Township, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Central Point Wealth Management Llc Beavercreek Township OH 02/2024 Present
United States Air Force Washington DC 05/2005 Present
Other Businesses

United States Air Force; Washington, DC; Program Manager since 05/2005; not investment related; 160 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-08-26

View on SEC IAPD

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