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Advisor at WESTPOINT WEALTH MANAGEMENT, LLC
WILLOUGHBY HILLS, OH | BEREA, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WESTPOINT WEALTH MANAGEMENT, LLC | Independent wealth | Mar 8, 2021 | n/a | yes | WILLOUGHBY HILLS, OH|BEREA, OH | Current employment |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Aug 22, 2017 | Feb 24, 2021 | no | Willoughby, OH|EL SEGUNDO, CA|WILLOUGHBY, OH | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jun 25, 2014 | Jan 12, 2016 | no | LINCOLN, NE|Willoughby, OH | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Feb 18, 2010 | Apr 5, 2012 | no | WILLOUGHBY,, OH|HIGHLAND HILLS, OH|WILLOUGHBY, OH|DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | WESTPOINT WEALTH MANAGEMENT, LLC | Feb 24, 2021 | Mar 8, 2021 | 12 | Firm change | Ibd to RIA |
| AMERITAS ADVISORY SERVICES | CETERA ADVISOR NETWORKS LLC | Jan 12, 2016 | Aug 22, 2017 | 588 | Firm change after gap | Other |
| NEW ENGLAND SECURITIES CORPORATION | AMERITAS ADVISORY SERVICES | Apr 5, 2012 | Jun 25, 2014 | 811 | Firm change after gap | Other |